Gmail + PT Distinction

Send email in Gmail whenever a new client is added in PT Distinction

Boost your client engagement efficiency with this seamless workflow. When a new client is added in PT Distinction, an email will promptly be sent through your Gmail account to welcome them and detail the next steps. This automation ensures timely communication and enhances your ability to build trusting relationships with your new clients.

When this happens...
Client Added
Triggers when a new client is added.
TriggerInstant
automatically do this!
Send Email
Triggers when a new email appears in the specified mailbox.
ActionWrite

Start free with email

Start free with Google

Start free with email

Start free with Google

Free forever for core features
14 day trial for premium features & apps

Supported triggers and actions

Client Added
Triggers when a new client is added.
Trigger
Instant
Try It
Pre-Made Package Sign Up
Triggers when someone signs up to a pre-made package.
Trigger
Instant
Try It
- EmailRequired
- PackageRequired
Action
Write
- EmailRequired
Action
Write
- 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

Client Added to Group
Triggers when a client is added to a group.
Trigger
Instant
Try It
- EmailRequired
- First NameRequired
- Last Name
- GenderRequired
- Send Login DetailsRequired
- Password
- Online or Print Only
- Time Zone
- Two Way Messaging
Action
Write
- Client EmailRequired
- GroupRequired
- Copy Group Content to ClientRequired
Action
Write
- EmailRequired
Action
Write
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 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