Gmail + Yobi

Gmail + Yobi integrations

Create Yobi tasks from new Gmail emails

Does your team send tasks over email? Use this integration to create a task on Yobi when a new Gmail email is received.

When this happens...
New EmailTriggers when a new email appears in the specified mailbox.
TriggerPolling
automatically do this!
Create Yobi Taskthis action creates task in your Yobi account
ActionWrite

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More things you can do with Gmail and Yobi

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

- 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
- yobi phone number
  Required
Trigger
Polling
Try It
Retrieve Created Deal
Retrieve all the created deals on yobi
Trigger
Polling
Try It
Retrieve Updated Deal
Retrieve all the updated deals on yobi
Trigger
Polling
Try It
Retrieve Updated Task
Retrieve all the updated tasks on yobi
Trigger
Polling
Try It
- type of task
  Required
- status
  Required
Trigger
Polling
Try It
- your Yobi number
  Required
- identifier
  Required
Action
Write
- First Name
  Required
- Last Name
- Email
- Phone
Action
Write
- Task Title
  Required
- Description
  Required
- Assigned to
  Required
- Contact ID
- Channel ID
Action
Write
Retrieve Pipelines
Retrieve all the crm pipelines created
Action
Write
- Page Start
- Page Size
- Phone Number
- Email
- Given Name
- Family Name
Action
Write
- Name
  Required
- Description
- Amount
- Close Date
- Priority
  Required
- Deal ID
  Required
- Contact ID
- Company ID
- Pipeline ID
- Stage ID
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
- yobi_phone_number
  Required
Trigger
Polling
Try It
- Yobi phone
  Required
Trigger
Polling
Try It
Retrieve Created Pipeline
Retrieve all the created pipeline on yobi
Trigger
Polling
Try It
Retrieve Updated Pipeline
Retrieve all the updated pipelines on yobi
Trigger
Polling
Try It
Yobi New Contact Created
Triggers when a new contact is created on Yobi.
Trigger
Polling
Try It
- relationship type
  Required
- Company ID
  Required
- Contact ID
  Required
Action
Write
- Company Name
  Required
- Company Phone
  Required
- Company Email
- Company Type
- Company Website
- Company Address
- Address City
- Address State
- Address Postal Code
- Address Country
  Required
- Social Facebook
- Social Twitter
- Social instagram
- Social Linkedin
Action
Write
- Name
  Required
- Description
- Amount
- Close Date
- Priority
  Required
- Pipeline ID
- Stage ID
Action
Write
- Contact Id
- Channel Id
- Inbox Id
- Note content
  Required
Action
Write
- Pipeline Identifier
  Required
Action
Write
- to number
  Required
- sms body
  Required
- your Yobi number
  Required
Action
Write
- Name
- Description
- Name
- Description
- Order
- Stage ID
- Pipeline ID
  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 Yobi

With Yobi you can make calls, send SMS messages and respond to Social Media messages in one app.

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