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Choose a Trigger

Choose an Action

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1. Choose trigger event

2. Choose action

1. Select the event

Setup

Test

App

Trigger event

Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "Clientpoint Signed" from ClientPoint.

Add your action

An action happens after the trigger—such as "Add Label to Email" in Gmail.

You’re connected!

Zapier seamlessly connects ClientPoint and Gmail, automating your workflow.

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

Clientpoint Signed
Triggers when a ClientPoint is signed.
Trigger
Instant
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ClientPoint Updated
Triggers when a Clientpoint is Updated.
Trigger
Instant
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- ClientPoint ID
  Required
Action
Write
- Name
  Required
- Revenue
  Required
- Assigned to email
  Required
- Expiration date
- Division
- Test Mode
- File IDs
- Template IDs
- Send Recipient Mail
- Host User
Action
Write
- ClientPoint ID
  Required
- Name
  Required
- Revenue
  Required
- Assigned to email
  Required
- Expiration date
- Division
- Test Mode
- File IDs
- Template IDs
- Send Recipient Mail
Action
Write

- 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
- Email message to be Deleted
  Required
Action
Write
- Trigger_instructions
- Thread
  Required
- To
- Cc
- Bcc
- From
- From_name
- Body type
- Body
  Required
- Add signature default
- Label or mailbox
- Attachments
Action
Write
- To
- Send message to Google Contacts Group/Label
- Cc
- Bcc
- From
- From_name
- Reply_to
- Subject
  Required
- Body type
- Body
  Required
- Add signature default
- Label or mailbox
- Attachments
Action
Write
- Thread
  Required
- Label(s) to remove
  Required
Action
Write
- Search String
  Required
Action
Search

ClientPoint Created
Triggers when a new Clientpoint is Created.
Trigger
Instant
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- Proposal ID
  Required
- Link
  Required
- File Name
  Required
- Link type
  Required
Action
Write
- ClientPoint ID
  Required
- Comment Text
  Required
- Select Type
  Required
- Email
  Required
Action
Write
- ClientPoint ID
  Required
- File ID
  Required
- JSON Data (Merge fields)
Action
Write
- ClientPoint ID
  Required
- File name
  Required
- Select a file
  Required
- Enable esign in upload file.
  Required
- File Type.
  Required
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
- Recipient_instructions
- To
- Cc
- Bcc
- Subject
  Required
- From
- From_name
- Body type
- Body
  Required
- Add signature default
- Label or mailbox
- Attachments
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
- Label or mailbox
- Attachments
Action
Write
- Search String
  Required
- To
- Send message to Google Contacts Group/Label
- Cc
- Bcc
- From
- From_name
- Reply_to
- Subject
  Required
- Body type
- Body
  Required
- Add signature default
- Label or mailbox
- Attachments
Action
Search or write

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Customers who say using Zapier has made them better at their job

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Customers have created over 25 million Zaps on the platform

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The average user takes less than 6 minutes to set up a Zap

Connect ClientPoint and Gmail to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.

Learn how to automate Gmail on the Zapier blog

Make work flow with AI

Level up your ClientPoint to Gmail integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Learn about AI automation

About ClientPoint

ClientPoint is a platform that helps you easily manage business relationship workspaces for each of your prospects, customers and partners.

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Related categories

CRM (Customer Relationship Management)

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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