Create a custom workflow

Every automation starts with a trigger and an action. Select one from each app to generate a workflow tailored to your needs.

DigitalPilot
Trigger: Watch High Intent Visits
Gmail
Action: Select an action
1. Select a trigger
  • Triggers when a business exhibiting high intent visit on your website, ensuring you never miss an opportunity to engage with motivated prospects.

  • Triggers when a new lead is captured from your website or other sources.

  • Triggers when a business you've identified as a high-priority target account browses your site.

2. Select an action
  • Copies an email or a draft into a selected folder.

  • Creates a new draft email.

  • Deletes an email by moving it to trash.

  • Gets a specific email info.

  • Sends a custom API call to Gmail. You can use this to call endpoints that aren’t covered by existing modules.

  • Marks an email or a draft as read by setting the "Read" flag.

  • Marks an email or a draft as unread by setting the "Unread" flag.

  • Moves the chosen email or a draft to the selected folder.

  • Replies to the specified email.

  • Sends a draft email.

  • Sends a new email.

  • Updates labels on the specified email message.

Select a trigger and an action

Create workflow (opens in a new tab)