Ezus + Gmail
Send emails in Gmail for new clients in Ezus
Stay immediately informed about business growth with this handy workflow. When a new client is added in Ezus, an email will be promptly sent via Gmail to keep you or your team up-to-date. This seamless process maintains efficient communication standards, saving you time and streamlining your client management efforts.
Stay immediately informed about business growth with this handy workflow. When a new client is added in Ezus, an email will be promptly sent via Gmail to keep you or your team up-to-date. This seamless process maintains efficient communication standards, saving you time and streamlining your client management efforts.
- When this happens...New Client
Triggers when a new client is created.
- automatically do this!Send Email
Triggers when a new email appears in the specified mailbox.
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New Client
Triggers when a new client is created.
Try ItInvoice Is Finalised
Triggers when an invoice is finalized (its stage goes from draft to completed).
Try ItNew Project Created
Triggers when the project created event is created.
Try ItReference
Name of clientRequired
Website
Contact
Address
Custom Fields
Type
Client Is Updated
Triggers when a client is updated
Try ItNew Supplier Invoice
Triggers when a file is added to a supplier invoice.
Try ItProject Is Updated
Triggers when a project is updated. This event is triggered only by specific fields within projects, including: info_title, info_stage, info_notes, info_number, currency, sales_manager, and projects_manager.
Try ItSupplier Reference
Name of the supplier.
Website of the supplier
Max capacity
Owner Email
Type of supplier as defined in Ezus
Contact information
Supplier address
Custom Fields
