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Log emails to Access Charity CRM from new emails in Gmail

Log emails to Access Charity CRM from new emails in Gmail

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Apps used in template

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This template regularly checks for new emails in Gmail and uses the retrieved information to log an email with all attachments in Access Charity CRM.

The template is scheduled to run every 15 minutes. You can change the schedule after you set up the template by clicking the clock icon on the first module.

This template was created by a 3rd party and not tested by Make. For any inquiries about the template, please reach out to Access via the web page: https://accessgroup.my.site.com/Support/s/login/

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Create your own workflow

Create custom workflows by choosing triggers, actions, and searches. A trigger is an event that launches the workflow, an action is the event.

Flow Control
Array aggregator

Aggregator
Gmail
Copy an email

Copies an email or a draft into a selected folder.

Action
Access Charity CRM
Create a Communication

Creates a Communication

Action
Access Charity CRM
Create a Contact or Update a Contact

Creates and updates contacts

Action
Gmail
Create a Draft

Creates a new draft and adds it to a selected folder.

Action
Access Charity CRM
Create a Single Payment

Creates a Payment.

Action
Access Charity CRM
Create an Event

Creates an Event

Action
Access Charity CRM
Create an Event Attendee

Creates an Event Attendee

Action
Access Charity CRM
Create an Event Attendee Type

Creates an Event Attendee Type

Action

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