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.

Keap
Trigger: Watch a Tag
Gmail
Action: Select an action
1. Select a trigger
  • Checks if specific tag was added to any contact.

  • Triggers when a specified event occurs.

  • Checks if a new tag was applied to a specific contact.

  • Checks if new appointment was created.

  • Checks if new contact was created.

  • Checks if new file was created.

  • Checks if new note was created.

  • Checks if new opportunity was created.

  • Checks if new order was created.

  • Checks if new task was created.

  • Checks if new email was sent.

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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