Gmail + SolarMarket

Create new SolarMarket clients from new Gmail emails

Stay organized and improve your efficiency with this workflow. When you receive a new email in Gmail, this workflow will streamline the process of creating a new client in SolarMarket, saving you time and reducing manual data entry. Utilize this automation to seamlessly integrate your communication and client management, ensuring no potential client slips through the cracks.

When this happens...
New Email
Triggers when a new email appears in the specified mailbox.
TriggerPolling
automatically do this!
Create Client
Create a new client 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