BackNine Insurance + Gmail

Send email updates with Gmail when applications are updated in BackNine Insurance

Stay on top of your insurance workflows with this streamlined process that gets activated the moment a change occurs in your Quote and Apply Application within the BackNine Insurance app. Seamlessly, a prompt email is dispatched through Gmail to keep every relevant party updated. This automation removes the need for manual checks, ensuring you don't miss any alterations in your BackNine Insurance applications and maintain timely communication through Gmail.

When this happens...
Quote and Apply Application Updated
Triggers when a Quote and Apply Application is updated.
TriggerInstant
automatically do this!
Send Email
Triggers when a new email appears in the specified mailbox.
ActionWrite

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Start free with email

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Supported triggers and actions

Case Created or Updated
Triggers when a case is created or updated
Trigger
Instant
Try It
Quote and Apply Application Created With Insured
Triggers when a Quote and Apply Application obtains contact information for the insured.
Trigger
Instant
Try It
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

Quote and Apply Application Updated
Triggers when a Quote and Apply Application is updated.
Trigger
Instant
Try It
- 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

About BackNine Insurance

BackNine is a tech enabled general agency geared towards selling life insurance that enables its users with a free to use CRM and online quoting software.

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

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

BackNine Insurance + Gmail

Send email updates with Gmail when applications are updated in BackNine Insurance

Supported triggers and actions

Case Created or Updated

Quote and Apply Application Created With Insured

New Label

New Labeled Email

New Email Matching Search

New Conversation

Archive Email

Create Draft

Create Label

Remove Label From Email

Reply to Email

Find or Send Email

Quote and Apply Application Updated

New Attachment

New Labeled Conversation

New Email

New Starred Email

Add Label to Email

Delete Email

Create Draft Reply

Send Email

Remove Label From Conversation

Find Email

About BackNine Insurance

Related categories

Similar apps

Zapier Interfaces

About Gmail

Related categories

Similar apps

IMAP by Zapier

SMTP by Zapier

Microsoft Office 365