Gmail + JenesisNow
Send emails in Gmail when new policies are added in JenesisNow
Get instant updates when a new policy is created in Jenesis. This Zap automatically sends a Gmail notification with key policy details, including client name, policy type, agency, and date added. Stay organized and ensure timely follow-ups, improving efficiency and client service.
Get instant updates when a new policy is created in Jenesis. This Zap automatically sends a Gmail notification with key policy details, including client name, policy type, agency, and date added. Stay organized and ensure timely follow-ups, improving efficiency and client service.
- When this happens...New Policy Created
Triggers when a new policy is created.
- automatically do this!Send Email
Triggers when a new email appears in the specified mailbox.
- Free forever for core features
- 14 day trial for premium features & apps
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.
About JenesisNow
JenesisNow is an insurance agency management system that helps manage clients, track policies, and streamline operations