Send emails in Gmail for new tasks in Wealthbox CRM
When a new task is created in Wealthbox CRM, ensure you never miss a step with this handy automation. It'll directly send an email through your Gmail account pertinent to the new task. This workflow saves you the manual labor of constantly checking for new tasks and emailing them individually, keeping you focused on more important matters.
When a new task is created in Wealthbox CRM, ensure you never miss a step with this handy automation. It'll directly send an email through your Gmail account pertinent to the new task. This workflow saves you the manual labor of constantly checking for new tasks and emailing them individually, keeping you focused on more important matters.
- When this happens...New Task
Triggers when a new task is created.
- automatically do this!Send Email
Triggers when a new e-mail appears in the specified mailbox.
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