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.

iClosed
Trigger: Custom Contact Field Updated
Gmail
Action: Select an action
1. Select a trigger
  • Triggers when a contact custom field is updated in iClosed.

  • Triggers when appointment setting outcome is added.

  • Triggers when a new call is scheduled in the CRM.

  • Triggers whenever a call outcome is added.

  • Triggers when a call is cancelled by an Invitee or by a Closer.

  • Triggers when contact status is changed on every step of it's scheduler journey.

  • Triggers when a contact is updated.

  • Triggers when a contact is updated.

  • Triggers when a potential, qualified, or disqualified contact is created at iClosed.

  • Triggers when a note is added

  • Triggers when an upcoming call is rescheduled.

  • Triggers when a setter owner is assigned to a contact.

  • Triggers when a transaction is synced with a Deal.

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

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