Create new cases in Salesforce from new emails received in Gmail
Apps used in template
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If you have an email address dedicated to new cases, Make will retrieve new emails received and create new cases in Salesforce with the contents.
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The Google Sheets module checks for matches between the sender’s email address and the list of client email addresses. If a match is found, the label client_mailbox is added to the email. More information here.
Every time a new row is added to your Google Sheets spreadsheet, Make will automatically create a new opportunity in Capsule CRM. The template uses this example spreadsheet.
This template periodically checks for new rows in a Google Sheets spreadsheet and uses the retrieved information to create new persons in Nutshell.
The template is using this sample Google Sheets spreadsheet as a source of the data. You should make a copy of it before configuring the template.
The template is scheduled to run every 15 minutes. You can change the schedule after you set up the template.
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.
Completes or aborts a job.
Copies an email or a draft into a selected folder.
Creates a new draft and adds it to a selected folder.
Creates a new bulk data job.
Creates a new record in an object.
Deletes a record.
Removes an email or a draft from a selected folder.
Downloads an attachment or a document.
Gets a specified record in an object.
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