Send welcome emails via Gmail when new contacts are created in Teamleader
Apps used in template
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Every time a new contact is created in Teamleader, Make will automatically send welcome email via Gmail.
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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.
Adds a participant to a project specified by ID.
Adds a time tracking entry.
Books a draft invoice.
Cancels an event specified by ID.
Closes a project specified by ID.
Marks a task completed.
Copies an email or a draft into a selected folder.
Creates a new company.
Creates a new contact.
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