Create drafts in Gmail for every new client created in Time To Pet
Streamline your client communication with this workflow. When you add a new client in Time To Pet, it triggers an immediate creation of a draft email in Gmail. This setup efficiently prepares you to send welcoming messages or important details without any manual fuss. Enhance your client management process by reducing the time between new client acquisition and initial communication.
Streamline your client communication with this workflow. When you add a new client in Time To Pet, it triggers an immediate creation of a draft email in Gmail. This setup efficiently prepares you to send welcoming messages or important details without any manual fuss. Enhance your client management process by reducing the time between new client acquisition and initial communication.
- When this happens...New Client Created
Triggers when a new client is created in Time To Pet.
- automatically do this!Create Draft
Create a draft email message.
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New Client Created
Triggers when a new client is created in Time To Pet.
Try ItNew Staff Created
Triggers when a new Staff is added in your account.
Try ItStaff Created or Updated
Triggers when a staff is created or updated.
Try ItNew Label
Triggers when you add a new label.
Try It
New Prospect Created
Triggers when a new client creates their own account via the portal AND requires approval.
Try ItClient Created or Updated
Will be triggered whenever a Client has been created or when their profile details have been updated.
Try ItLabel or mailbox
Search keywords
Try ItLabel or mailboxRequired
Try It