Create tasks in Knowify from new matching emails in Gmail
Stay organized and efficient with this handy automation. When you receive a new email in Gmail that matches your specified search, a new task is instantly created in Knowify. This workflow ensures important tasks are instantly captured from your inbox, helping you maintain your productivity and keep on top of your workload.
Stay organized and efficient with this handy automation. When you receive a new email in Gmail that matches your specified search, a new task is instantly created in Knowify. This workflow ensures important tasks are instantly captured from your inbox, helping you maintain your productivity and keep on top of your workload.
- When this happens...New Email Matching Search
Triggers when you receive a new email that matches a search string you provide.
TriggerPollingZapier checks for new data every 15 min on the Free plan - automatically do this!Create Task
Creates a new task.
ActionWriteCreate a new record or update an existing record in your app.
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Label or mailbox
Search keywords
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew Starred Email
Triggers when you receive a new email and star it within two days.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planLabelRequired
MessageRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Email message to be DeletedRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Trigger Instructions
ThreadRequired
To
Cc
Bcc
From
From Name
Body type
BodyRequired
Add signature default
Label or mailbox
Attachments
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.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
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ThreadRequired
Label(s) to removeRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Search StringRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appNew AIA Invoice
Triggers when a new AIA invoice has been added.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew Bill
Triggers when a new bill has been added.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planBill Sent for Approval
Triggers when a bill is sent for approval.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew Client
Triggers when a new client has been added.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planContract Out for Signature
Triggers when a contract job has been sent out for signature.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew Invoice Payment
Triggers when a new invoice payment is added.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planPhase Scheduled
Triggers when a phase has been scheduled
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew Product
Triggers when a new trigger has been added.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planJob Closed
Triggers when a contract job has been closed
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew Purchase
Triggers when a new purchase has been added.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew Task
Triggers when a new task has been added.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew Service Job
Triggers when a new service job has been added.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew Vendor
Triggers when a new vendor has been added.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planClient NameRequired
Client Contact Name
Email Address
Phone Number
Client Parent Id
Street Address
Street Address (Continued)
City Name
State/Province
Zip Code
Country Name
Shipping Same as Billing
Shipping Street Address
Shipping Street Address (Cont'd)
Shipping City Name
Shipping Contact Name
Shipping Country Name
Shipping State/Province Name
Shipping Zip Code
Website
Sync to QB
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Job NameRequired
Job Costing Style
Contract TypeRequired
Client NameRequired
Sales Lead
Project Manager
Job notes
Address1
Address2
City
State/Province
Zip
Country (2 characters)
Sync to QB
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.DescriptionRequired
Comment
Task Complete?
Deadline
Date Completed
Resource
Job
Phase
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Vendor NameRequired
Street Address
Street Address (Continued)
City Name
Client Contact Name
Country Name
Email Address
Phone Number
State/Province
Is this vendor a subcontractor?
Other Details
Zip Code
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ProductRequired
Item NameRequired
Description
Our CostRequired
Sale PriceRequired
Item Number
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Client NameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appPhase NameRequired
Project Name
ActionThis is an event a Zap performs.SearchFind existing data in your appJob NameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appDescriptionRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appNameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appVendor IdRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app
New Label
Triggers when you add a new label.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planMessageRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Recipient Instructions
To
Cc
Bcc
SubjectRequired
From
From Name
Body type
BodyRequired
Add signature default
Label or mailbox
Attachments
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Name of labelRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.MessageRequired
Label(s) to removeRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Trigger Instructions
ThreadRequired
To
Cc
Bcc
From
From Name
Reply To
Subject
Body type
BodyRequired
Add signature default
Label or mailbox
Attachments
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.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
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundNew Allocation
Triggers when a new allocation has been added.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew Bill Payment
Triggers when a new bill payment is added.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planChange Order Made Active
Triggers when a change order has been made active.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planContract Job Made Active
Triggers when a contract job has been made active.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew Invoice
Triggers when a new invoice has been added.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew Payment
Triggers when a new payment is added.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planPhase Status Changed
Triggers when a phase status is changed
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew Contract Job
Triggers when a new contract job has been added.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planJob Reopened
Triggers when a contract job has been reopened
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planSubmittal Approved
Triggers when a submittal has been approved.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planTask Marked Complete
Triggers when a task has been marked complete
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planService Job Marked Complete
Triggers when a service job has been marked complete.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planJob NameRequired
Client NameRequired
AddressRequired
CityRequired
State/ProvinceRequired
ZipcodeRequired
Country (2-letter abbreviation)Required
Contract Value
Line Item Name
Phase Name
Invoiced to Date
Labor Cost to Date
Material Cost to Date
Sub Cost to Date
Payments to Date
Labor Budget
Material Budget
Sub Budget
Sales Lead
Project Manager
Job notes
Sync to QB
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ProductRequired
Item NameRequired
Description
Our CostRequired
Sale PriceRequired
Item Number
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.FileNameRequired
UrlRequired
Project IdRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Job NameRequired
Client NameRequired
Service Notes
AddressRequired
Address 2Required
CityRequired
State/Province (2-letter abbreviation)Required
ZipcodeRequired
Country (2-letter abbreviation)Required
Is Time & Materials?Required
Resource
Date (MM-DD-YYYY)
Start Time
End Time
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.IdRequired
NameRequired
Business StateRequired
Start Date
Finish Date
Work Order
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.TaskRequired
DescriptionRequired
Comment
Task Complete?
Deadline
Date Completed
Resource
Job
Phase
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Client IdRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appNameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appProject IdRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appDescriptionRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appUser IdRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app