Gmail + Legalboards

Create new Legalboards contact cards from new Gmail emails

When a new email arrives in your Gmail inbox, this automation workflow can create a contact card in Legalboards instantly. This way, you keep track of your contacts organized and accessible in Legalboards without having to manually transfer information. Ensure efficient and seamless communication by maintaining an updated list of your legal contacts effortlessly.

When this happens...
New Email
Triggers when a new email appears in the specified mailbox.
TriggerPolling
automatically do this!
Create Contact Card
Creates a Contact Card
ActionWrite

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Supported triggers and actions

- Label or mailbox
- Search keywords
Trigger
Polling
Try It
- Label or mailboxRequired
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
- LabelRequired
- MessageRequired
Action
Write

- Email message to be DeletedRequired
Action
Write
- Trigger Instructions
- ThreadRequired
- To
- Cc
- Bcc
- From
- From Name
- Body type
- BodyRequired
- Add signature default
- Label or mailbox
- Attachments
Action
Write

- To
- Send message to Google Contacts Group/Label
- Cc
- Bcc
- From
- From Name
- Reply To
- SubjectRequired
- Body type
- BodyRequired
- Add signature default
- Label or mailbox
- Attachments
Action
Write
- ThreadRequired
- Label(s) to removeRequired
Action
Write
- Search StringRequired
Action
Search
- Board
Trigger
Instant
Try It
- Type
Trigger
Instant
Try It
New Clio Task
Triggers when a new clio task is created.
Trigger
Instant
Try It
- Parameter
Trigger
Instant
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- Type
- Assignee
- Reporter
Trigger
Instant
Try It
- TypeRequired
- BoardRequired
Action
Write

New Label
Triggers when you add a new label.
Trigger
Polling
Try It
- Label or mailboxRequired
Trigger
Polling
Try It
- Search keywordsRequired
Trigger
Polling
Try It
- Label/Mailbox
Trigger
Polling
Try It
- MessageRequired
Action
Write
- Recipient Instructions
- To
- Cc
- Bcc
- SubjectRequired
- From
- From Name
- Body type
- BodyRequired
- Add signature default
- Label or mailbox
- Attachments
Action
Write
- Name of labelRequired
Action
Write
- MessageRequired
- Label(s) to removeRequired
Action
Write
- Trigger Instructions
- ThreadRequired
- To
- Cc
- Bcc
- From
- From Name
- Reply To
- Subject
- Body type
- BodyRequired
- Add signature default
- Label or mailbox
- Attachments
Action
Write
- Search StringRequired
- To
- Send message to Google Contacts Group/Label
- Cc
- Bcc
- From
- From Name
- Reply To
- SubjectRequired
- Body type
- BodyRequired
- Add signature default
- Label or mailbox
- Attachments
Action
Search or write
New Board Team
Triggers when a board team is added.
Trigger
Instant
Try It
- User
Trigger
Instant
Try It
- Type
Trigger
Instant
Try It
- Client
- Area
- Status
Trigger
Instant
Try It
- BoardRequired
- TitleRequired
- Sub-TitleRequired
- NoteRequired
Action
Write
- BoardRequired
- ClientRequired
- Practice AreaRequired
- Number/TitleRequired
- Opening
- Limiting
- Description
- StatusRequired
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.

Learn more