Gmail + Workflowsoft

Gmail + Workflowsoft integrations

Start a Workflowsoft process for new email in Gmail

Use this template to start a Workflowsoft process when your receive a new email in Gmail. This is the most common use for handling your customers' requests, such as purchase orders or support requests. After the customer sends you an email, the Workflowsoft process starts, in which your employees will go through a step-by-step procedure to fulfill the customer request.

When this happens...
New EmailTriggers when a new email appears in the specified mailbox.
TriggerPolling
automatically do this!
Start ProcessThis action starts a new process in Workflowsoft
ActionWrite

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More things you can do with Gmail and Workflowsoft

Discover other triggers and actions you can use with Gmail and Workflowsoft

- Label or mailbox
- Search keywords
Trigger
Polling
Try It
- Label or mailbox
  Required
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
- Label
  Required
- Message
  Required
Action
Write

- Message
  Required
Action
Write
- Trigger_instructions
- Thread
  Required
- To
- Cc
- Bcc
- From
- From_name
- Body type
- Body
  Required
- Add signature default
- Signature delimiter
- Label or mailbox
- Attachments
Action
Write

- To
- Cc
- Bcc
- From
- From_name
- Reply_to
- Subject
  Required
- Body type
- Body
  Required
- Add signature default
- Signature delimiter
- Label or mailbox
- Attachments
- Send message to Google Contacts Group/Label
Action
Write
- Thread
  Required
- Label(s) to remove
  Required
Action
Write
- Message ID
  Required
- Attachment Filename
  Required
- Attachment Size
Action
Search
- Search String
  Required
- To
- Cc
- Bcc
- From
- From_name
- Reply_to
- Subject
  Required
- Body type
- Body
  Required
- Add signature default
- Signature delimiter
- Label or mailbox
- Attachments
- Send message to Google Contacts Group/Label
Action
Search or write
- Process Name
  Required
- Integration Step Name
  Required
- Integration Step ID
  Required
Action
Write
- Process Name
  Required
- Process Starter
Action
Write

New Label
Triggers when you add a new label.
Trigger
Polling
Try It
- Label or mailbox
  Required
Trigger
Polling
Try It
- Search keywords
  Required
Trigger
Polling
Try It
- Label/Mailbox
Trigger
Polling
Try It
- Message
  Required
Action
Write
- To
- Cc
- Bcc
- Subject
  Required
- From
- From_name
- Body type
- Body
  Required
- Add signature default
- Signature delimiter
- Label or mailbox
- Attachments
- Recipient_instructions
Action
Write
- Name of label
  Required
Action
Write
- Message
  Required
- Label(s) to remove
  Required
Action
Write
- Trigger_instructions
- Thread
  Required
- To
- Cc
- Bcc
- From
- From_name
- Reply_to
- Subject
- Body type
- Body
  Required
- Add signature default
- Signature delimiter
- Label or mailbox
- Attachments
Action
Write
- Search String
  Required
Action
Search
- Process Name
  Required
- Integration Step Name
  Required
Trigger
Polling
Try It
- Task Name
  Required
- Creator
  Required
- Task Description
- Assignee
- Files
Action
Write
- Directory Name
  Required
Action
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.

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About Workflowsoft

Workflowsoft is a work management solution to automate, manage, and track your business processes.

HelpHelp

Related categories

Task Management