Gmail + Workboard

Create draft emails on Gmail from new workstreams on Workboard

Want to make sure to kick off your discussions and projects with a personalized announcement? Make it easy on yourself by letting this Workboard Gmail integration insert all the details into a draft for you. Every new workstream on Workboard will trigger it, and the informatioon will be sent to Gmail, used to create a draft email for when you're ready.

When this happens...
New Workstream
Triggers when you select a workstream on Workboard and push it to your Zap.
TriggerInstant
automatically do this!
Create Draft
Create (but do not send) a new email message.
ActionWrite

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Supported triggers and actions

What does this mean?

New Action Item
Triggers when you select an action item on Workboard and push it to your Zap.
Trigger
Instant
Try It
- Goals by team
- Team
- Goals by me
Trigger
Instant
Try It
New Meeting
Triggers when you create a team meeting or 1on1 meeting on Workboard.
Trigger
Instant
Try It
- Team NameRequired
- Company NameRequired
Action
Write
- Workstream
- DescriptionRequired
- Note
- Due date
- Owner
- Assignee
Action
Write

- Label/Mailbox
- Search String
Trigger
Scheduled
Try It
- Label/MailboxRequired
Trigger
Scheduled
Try It

- Search StringRequired
Trigger
Scheduled
Try It
- Label/Mailbox
Trigger
Scheduled
Try It
- SubjectRequired
- To
- Cc
- Bcc
- From
- From Name
- Body Type
- BodyRequired
- Signature
- Label/Mailbox
- Attachments
Action
Write
- NameRequired
Action
Write
- Message to Remove Label(s) FromRequired
- Label(s) to RemoveRequired
Action
Write
- Search StringRequired
Action
Search

- Workstream
- Tag
- Action item
Trigger
Instant
Try It
- Team
Trigger
Instant
Try It
New Workstream
Triggers when you select a workstream on Workboard and push it to your Zap.
Trigger
Instant
Try It
- Team
- WorkStream NameRequired
- Workstream objectiveRequired
Action
Write
- MetricRequired
- Metric DataRequired
- Metric TypeRequired
Action
Write
New Label
Triggers when you add a new label.
Trigger
Scheduled
Try It
- Label/Mailbox
Trigger
Scheduled
Try It
New Starred Email
Triggers when you receive a new email and star it within two days.
Trigger
Scheduled
Try It
- Label(s) to Add
- Message to be LabeledRequired
Action
Write
- Trigger Instructions
- ThreadRequired
- To
- Cc
- Bcc
- From
- From Name
- Body Type
- BodyRequired
- Signature
- Label/Mailbox
- Attachments
Action
Write
- To
- Cc
- Bcc
- From
- From Name
- Reply To
- SubjectRequired
- Body Type
- BodyRequired
- Signature
- Label/Mailbox
- Attachments
Action
Write
- Trigger Instructions
- ThreadRequired
- To
- Cc
- Bcc
- From
- From Name
- Reply To
- Body Type
- BodyRequired
- Label/Mailbox
- Attachments
Action
Write
- Search StringRequired
- To
- Cc
- Bcc
- From
- From Name
- Reply To
- SubjectRequired
- Body Type
- BodyRequired
- Signature
- Label/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 Help

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About Workboard

Workboard is the team performance app managers choose for themselves: goals, priorities, actions, reports and feedback aligned in one easy app.

Help

Related categories

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PRODUCTS

CAPABILITIES

By team

Gmail + Workboard

Create draft emails on Gmail from new workstreams on Workboard

New Action Item

New Comment in Goal

Goals by team

Team

Goals by me

New Meeting

Create Team

Company NameRequired

Create Action Item

Workstream

DescriptionRequired

Note

Due date

Owner

Assignee

New Attachment

Label/Mailbox

Search String

New Labeled Email

Label/MailboxRequired

New Email Matching Search

Search StringRequired

New Thread

Label/Mailbox

Create Draft

SubjectRequired

To

Cc

Bcc

From

From Name

Body Type

BodyRequired

Signature

Label/Mailbox

Attachments

Create Label

NameRequired

Remove Label from Email

Message to Remove Label(s) FromRequired

Label(s) to RemoveRequired

Find Email

Search StringRequired

New Comment in Action Item

Workstream

Tag

Action item

New Goal

Team

New Workstream

Create Workstream

Team

WorkStream NameRequired

Workstream objectiveRequired

Update Goal Metric

MetricRequired

Metric DataRequired

Metric TypeRequired

New Label

New Email

Label/Mailbox

New Starred Email

Add Label to Email

Label(s) to Add

Message to be LabeledRequired

Create Draft Reply

Trigger Instructions

ThreadRequired

To

Cc

Bcc

From

From Name

Body Type

BodyRequired