Gmail + umsatz.io

"modify deal properties in umsatz.io and send emails in Gmail"

Stay on top of your business communication with this umsatz.io to Gmail workflow. Whenever a deal property is modified in your umsatz.io platform, an email is promptly sent via Gmail. This swift mechanism ensures important updates are communicated instantly, enhancing efficiency and keeping necessary individuals informed of any changes. With this automation, managing business deals becomes a streamlined, hassle-free task.

When this happens...
Modify a Deal Property
Triggers when a deal property is filled or edited.
TriggerInstant
automatically do this!
Send Email
Triggers when a new email appears in the specified mailbox.
ActionWrite

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Supported triggers and actions

Modify a Contact Property
Triggers when a contact property is filled or edited.
Trigger
Instant
Try It
New Activity
Triggers when a user tracks a new call in the app.
Trigger
Instant
Try It
New Deal
Triggers when a new deal is created in the system.
Trigger
Instant
Try It
Modify the Stage of a Deal
Triggers when the deal stage of a deal changes.
Trigger
Instant
Try It
- DealnameRequired
- Note (optional)
Action
Write

- Deal IdRequired
- Dealname
- Append values for multiselect fields instead of replacing them?
- Note (optional)
Action
Write
Find Contact by Id
Find contact by id
Action
Search

Find Deal by Id
Find deal by id
Action
Search
- EmailRequired
- Search also by secondary email fields?
- Append values for multiselect fields instead of replacing them?
- Note (optional)
Action
Search or write
New Label
Triggers when you add a new label.
Trigger
Polling
Try It
- Label or mailboxRequired
Trigger
Polling
Try It
- Search keywordsRequired
Trigger
Polling
Try It
- Label/Mailbox
Trigger
Polling
Try It
- MessageRequired
Action
Write
- Recipient Instructions
- To
- Cc
- Bcc
- SubjectRequired
- From
- From Name
- Body type
- BodyRequired
- Add signature default
- Signature delimiter
- Label or mailbox
- Attachments
Action
Write
- Name of labelRequired
Action
Write
- MessageRequired
- Label(s) to removeRequired
Action
Write
- Trigger Instructions
- ThreadRequired
- To
- Cc
- Bcc
- From
- From Name
- Reply To
- Subject
- Body type
- BodyRequired
- Add signature default
- Signature delimiter
- Label or mailbox
- Attachments
Action
Write
- Search StringRequired
Action
Search

Modify a Deal Property
Triggers when a deal property is filled or edited.
Trigger
Instant
Try It
New Contact
Triggers when a new contact is created in the system.
Trigger
Instant
Try It
New Form Submission
Triggers when a new form is submitted in the system.
Trigger
Instant
Try It
- Append values for multiselect fields instead of replacing them?
- Note (optional)
Action
Write
- Append values for multiselect fields instead of replacing them?
- Note (optional)
Action
Write
- EmailRequired
- Search also by secondary email fields?
Action
Search
- EmailRequired
- Search also by secondary email fields?
Action
Search
- QueryRequired
Action
Search
- Label or mailbox
- Search keywords
Trigger
Polling
Try It
- Label or mailboxRequired
Trigger
Polling
Try It
- Label or mailbox
Trigger
Polling
Try It
New Starred Email
Triggers when you receive a new email and star it within two days.
Trigger
Polling
Try It
- LabelRequired
- MessageRequired
Action
Write
- Email message to be DeletedRequired
Action
Write
- Trigger Instructions
- ThreadRequired
- To
- Cc
- Bcc
- From
- From Name
- Body type
- BodyRequired
- Add signature default
- Signature delimiter
- Label or mailbox
- Attachments
Action
Write
- To
- Send message to Google Contacts Group/Label
- Cc
- Bcc
- From
- From Name
- Reply To
- SubjectRequired
- Body type
- BodyRequired
- Add signature default
- Signature delimiter
- Label or mailbox
- Attachments
Action
Write
- ThreadRequired
- Label(s) to removeRequired
Action
Write
- Message IDRequired
- Attachment FilenameRequired
- Attachment Size
Action
Search
- Search StringRequired
- To
- Send message to Google Contacts Group/Label
- Cc
- Bcc
- From
- From Name
- Reply To
- SubjectRequired
- Body type
- BodyRequired
- Add signature default
- Signature delimiter
- Label or mailbox
- Attachments
Action
Search or write

About Gmail

One of the most popular email services, Gmail keeps track of all your emails with threaded conversations, tags, and Google-powered search to find any message you need.

Learn more