Create new Ortto records from new matching emails in Gmail
This workflow helps you keep track of crucial information in no time. When a new email that fits your defined search criteria lands in your Gmail account, a new record is instantly created in Ortto. This means you never have to switch between apps or manually copy-paste information, ultimately saving time and improving productivity. Harness the power of this automation and never miss out on important email content again.
This workflow helps you keep track of crucial information in no time. When a new email that fits your defined search criteria lands in your Gmail account, a new record is instantly created in Ortto. This means you never have to switch between apps or manually copy-paste information, ultimately saving time and improving productivity. Harness the power of this automation and never miss out on important email content again.
- When this happens...New Email Matching Search
Triggers when you receive a new email that matches a search string you provide.
- automatically do this!Create Record
Search your Ortto data for a record based on the provided field or optionally create one if none is found.
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