Gmail + SolarMarket

Create new SolarMarket projects from new labeled Gmail emails

Whenever you receive a new labeled email in Gmail, this workflow will instantly start a new project in SolarMarket. This means you no longer need to manually input project details, saving you time and boosting your productivity. Manage your solar projects more efficiently by keeping your Gmail and SolarMarket seamlessly connected.

When this happens...
New Labeled Email
Triggers when an email is labeled. Also triggers when a reply is added to the conversation.
TriggerPolling
automatically do this!
Create Project
Create a new project in the platform
ActionWrite

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Supported triggers and actions

- 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
- IDRequired
- Name
- Company
- Document
- E-mail
- Main Phone
- Secondary Phone
- ZIP Code
- Address
- Address number
- Address complement
- Neighborhood
- City
- State
- Responsible's ID
- Representative's ID
Action
Write
- Project IDRequired
- Custom Field IDRequired
- Field value (click here for details)
Action
Write
- Project NameRequired
- Project Description
- Customer ID (if it already exists or create a new one below)
- Customer Name (if you want to create a new customer)
- Customer Company (if you want to create a new customer)
- Customer Document (if you want to create a new customer)
- Customer E-mail (if you want to create a new customer)
- Customer Main Mobile (if you want to create a new customer)
- Customer Secondary Mobile (if you want to create a new customer)
- ZIP Code (if you want to create a new customer)
- Address (if you want to create a new customer)
- Address number (if you want to create a new customer)
- Address complement (if you want to create a new customer)
- Neighborhood (if you want to create a new customer)
- City (if you want to create a new customer)
- Funnel Stage ID (click here to find out more)
- Responsible IDRequired
- Representative ID
Action
Write
- Project IDRequired
- Custom Field ID
Action
Search
- Customer ID
- Customer E-mail
- Customer's Document
- Customer's name
- Customer's Cell Phone
- Client created before the date
- Customer created after the date
Action
Search
- Project ID
- Client ID linked to the Project
- Project Name
- Project created before the date
- Project created after the date
Action
Search
- User ID
- User Name
- User E-mail
Action
Search

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
- Project IdentifierRequired
- Project Name
- Project Description
- Project Responsible
- Project Representative
Action
Write
- NameRequired
- Company
- Document
- E-mail
- Main Phone
- Secondary Phone
- ZIP Code
- Address
- Number
- Address complement
- Neighborhood
- City
- State
- Responsible IDRequired
- Representative ID
Action
Write
- Funnel ID
- Funnel Name
Action
Search
- Custom Field ID
- Custom Field Key
Action
Search
- Project IDRequired
Action
Search
- Project IDRequired
Action
Search

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

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About SolarMarket

SolarMarket helps solar integrators create proposals, compare prices and generate leads with AI. It has tools for distributors and customers.

Related categories

Sales & CRM

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Create new SolarMarket clients from new Gmail emails

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Gmail + SolarMarket

Create new SolarMarket projects from new labeled Gmail emails

New Attachment

New Labeled Conversation

New Email

New Starred Email

Add Label to Email

Delete Email

Create Draft Reply

Send Email

Remove Label From Conversation

Find Email

Update Client

Update Custom Field Associated With a Project

Create Project

Find Custom Fields Associated With a Project

Find Customer

Find Project

Find User

New Label

New Labeled Email

New Email Matching Search

New Conversation

Archive Email

Create Draft

Create Label

Remove Label From Email

Reply to Email

Find or Send Email

Update Project

Create Client

Find Funnels

Find Custom Account Fields

Find Funnels Associated With a Project

Find Active Proposal

About Gmail

Related categories

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SMTP by Zapier

Microsoft Office 365

About SolarMarket

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Related Zap Templates

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