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.

RAYNET CRM v2
Trigger: React to webhook
Gmail
Action: Select an action
1. Select a trigger
  • Activates when a watched webhook is triggered.

  • Lists all changed or new phone call records since the last call of the module or since a specified date.

  • Lists all changed or new email records since the last call of the module or since a specified date.

  • Lists all changed or new event records since the last call of the module or since a specified date.

  • Lists all changed or new letter records since the last call of the module or since a specified date.

  • Lists all changed or new mass email records since the last call of the module or since a specified date.

  • Lists all changed or new meeting records since the last call of the module or since a specified date.

  • Lists all changed or new task records since the last call of the module or since a specified date.

  • Lists all changed deal records since the last call of the module or since a specified date.

  • Lists all changed price list records since the last call of the module or since a specified date.

  • Lists all changed product records since the last call of the module or since a specified date.

  • Lists all changed project records since the last call of the module or since a specified date.

  • Lists all changed quote records since the last call of the module or since a specified date.

  • Lists all changed sales order records since the last call of the module or since a specified date.

  • Lists all changed account records since the last call of the module or since a specified date.

  • Lists all changed contact records since the last call of the module or since a specified date.

  • Lists all changed lead records since the last call of the module or since a specified date.

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)