Copilot + Gmail

Send emails in Gmail when new clients are activated in Copilot

Effortlessly keep track of newly activated clients in Copilot by setting up a tailored email notification system using Gmail. This automation generates and sends an email each time a client is activated within Copilot. Instead of constantly checking your client management tool, this workflow ensures that you receive essential updates directly in your Gmail inbox, keeping you updated at all times. It's a supremely effective tool for maintaining regular contact and enhancing client relationships.

Effortlessly keep track of newly activated clients in Copilot by setting up a tailored email notification system using Gmail. This automation generates and sends an email each time a client is activated within Copilot. Instead of constantly checking your client management tool, this workflow ensures that you receive essential updates directly in your Gmail inbox, keeping you updated at all times. It's a supremely effective tool for maintaining regular contact and enhancing client relationships.

  1. When this happens...
    CopilotCopilot
    Client Activated

    Triggers when a client authenticates in the Copilot for the first time

    TriggerInstant
  2. automatically do this!
    GmailGmail
    Send Email

    Triggers when a new email appears in the specified mailbox.

    ActionWrite
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Supported triggers and actions

copilot logo
copilot logo

About Copilot

Create a client portal to combine messaging, payments, and other modules to offer clients a branded, streamlined experience.
Learn more

Related categories

  • Project Management
gmail logo
gmail logo

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

Related categories

  • Email
  • Google

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