CustomerBase + Gmail

Send an email in Gmail when new customers are created in CustomerBase

Stay on top of your new client correspondence with this efficient workflow. When a new customer is added in CustomerBase, an email is instantly sent from your Gmail account, assisting you in maintaining effective and immediate communication. This automation assists in streamlining your customer management processes, ensuring no new client goes unnoticed.

When this happens...
Customer Created
Triggers when a new customer is created.
TriggerInstant
automatically do this!
Send Email
Triggers when a new email appears in the specified mailbox.
ActionWrite

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Supported triggers and actions

Appointment Created
Triggers when a new appointment is created.
Trigger
Instant
Try It
Customer Updated
Triggers when an existing customer is updated.
Trigger
Instant
Try It
Job Finished
Triggers when a job is finished.
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

Customer Created
Triggers when a new customer is created.
Trigger
Instant
Try It
Job Created
Triggers when a new job is created.
Trigger
Instant
Try It
Work Request Created
Triggers when a new work request is created.
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

About CustomerBase

CustomerBase is a tool for managing customer appointments and jobs, tracking interactions, and organizing information to streamline engagement and service.

Related categories

Scheduling & Booking

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

CustomerBase + Gmail

Send an email in Gmail when new customers are created in CustomerBase

Supported triggers and actions

Appointment Created

Customer Updated

Job Finished

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

Customer Created

Job Created

Work Request Created

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

About CustomerBase

Related categories

About Gmail

Related categories

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