Gmail + Rally

Send emails in Gmail for new client users in Rally

Easily stay in touch with new clients by setting up this efficient workflow between Rally and Gmail. When a new client user is added in Rally, an email will be promptly sent to them via Gmail, ensuring a smooth onboarding experience and consistent communication. This way, you can focus on building strong relationships with your clients while the automated process takes care of the administrative tasks.

When this happens...
New Client User
Triggers when a new Client User is created.
TriggerPolling
automatically do this!
Send Email
Triggers when a new email appears in the specified mailbox.
ActionWrite

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Supported triggers and actions

New Client User
Triggers when a new Client User is created.
Trigger
Polling
Try It
New Matter
Triggers when a new Matter is created.
Trigger
Polling
Try It
New Signature Requests Completed
Triggers when there are recently completed signature requests.
Trigger
Polling
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- Label or mailbox
- Search keywords
Trigger
Polling
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- 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

Matter Initiated
Triggers when a new Matter is initiated. This includes matters in the "in progress questionnaire" state.
Trigger
Polling
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New Organization
Triggers when a new Organization is created.
Trigger
Polling
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- EmailRequired
- NameRequired
- FileRequired
- Categories
Action
Write
New Label
Triggers when you add a new label.
Trigger
Polling
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- 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