Finpace + Gmail
Send emails via Gmail when new forms are completed in Finpace
When a new form is completed in Finpace, this Zap automatically sends an email through Gmail. This integration ensures you can quickly follow up with clients or team members without having to manually send emails. Save time and stay responsive by automating your communication process.
When a new form is completed in Finpace, this Zap automatically sends an email through Gmail. This integration ensures you can quickly follow up with clients or team members without having to manually send emails. Save time and stay responsive by automating your communication process.
- When this happens...Form Completed
Triggers when a form is completed.
- automatically do this!Send Email
Triggers when a new email appears in the specified mailbox.
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About Finpace
Finpace is an automation and e-signature platform for financial advisors, helping manage customer relationships, onboarding, and compliance.
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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.
