Triggers when an inheritance can materially impact a client's financial picture, creating the need to reassess goals, tax considerations, and long-term planning.

Triggers when changing jobs affects income, and serves as an important opportunity to reassess their financial plan.

Triggers when the client moving creates the need to update their address and other personal data.

Triggers when purchasing property is a major financial milestone that impacts cash flow, debt, and long-term goals, prompting a timely review of the client's financial plan.

Triggers when the client refers or plans to refer the financial advisor, creating the possibility to follow up on a potential new client.

Triggers when the client's retirement can fundamentally impact their lives, creating the need for financial and tax planning.

Triggers when a widowing significantly affects a client's household and serves as an important opportunity to reassess their financial plan.

Triggers when an email is labeled. Also triggers when a reply is added to the conversation.

Triggers when you receive a new email that matches a search string you provide.

Triggers when a new email conversations begins in your inbox.

Archive an email message.

Create a draft email message.

Creates a new label.

Remove a label from an email message.

Send a reply to an email message.

Finds an email message.

Triggers when an interest of the client is detected, creating the opportunity to build rapport with them.

Triggers when a marriage significantly affects a client's household and serves as an important opportunity to reassess their financial plan.

Triggers when a pet of the client is detected, creating the opportunity to build rapport with them based on this information.

Triggers when selling property is a major financial milestone that impacts cash flow, debt, and long-term goals, prompting a timely review of the client's financial plan.

Triggers when a religious affiliation of the client is detected, creating the opportunity to build rapport with them based on this information.

Triggers when a Meeting finished in Zocks.

Triggers when the client traveling creates an opportunity to build rapport or send them personalized messages.

Triggers when you receive a new attachment.

Triggers the first time a label is added to a conversation. Replies within that conversation will not trigger again.

Triggers when a new email appears in the specified mailbox.

Add a label to an email message.

Sends an email message to the trash.

Create a draft reply to an existing email.

Create and send a new email message.

Remove a specified label from all emails within a conversation.

Retrieves a specific Gmail message attachment by Filename.

Finds or creates a specific message.