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Surense
Gmail

Connect Surense and Gmail

Explore ready-made Surense and Gmail templates and start automating in minutes.

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Create a custom workflow

Integrate Surense with Gmail and automate the work that moves between them — no code required.

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.

Gmail
Trigger: Watch emails
Surense
Action: Select an action
1. Select a trigger

  • Triggers when a new email is received in your mailbox.

2. Select an action

  • Creates a new customer

  • Creates a URL for data proxies approval

  • Creates a lead

  • Creates a new meeting

  • Creates a meeting summary

  • Creates a customer's report

  • Creates a workflow

  • Creates an activity

  • Create Related Customer

  • Deletes a contact

  • Deletes a customer

  • Deletes a lead

  • Deletes a meeting

  • Deletes a workflow

  • Deletes an employer

  • Download a E9100 file

  • Download Har Bituach

  • Finalizes a document upload and attaches the document to a customer

  • Gets a customer

  • Gets a lead by its identifier

  • Gets a meeting

  • Gets a workflow

  • Initiates a document upload and returns the S3 signed URLs

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

  • Sends a meeting summary

  • Sends a report to the customer

  • Submits a Swiftness E9100 event

  • Uploads a document file to S3 using the signed URL

  • Updates a contact

  • Updates a customer

  • Updates a lead

  • Updates a meeting

  • Updates a workflow

  • Uploads a document

  • Uploads a Har Bituah file

  • Uploads a Har HaBituah file

  • Upload document file to S3 using signed URL

Select a trigger and an action

Create workflow (opens in a new tab)

Triggers and actions

Explore what you can automate between Surense and Gmail.

Copy an email
Copies an email or a draft into a selected folder.
Action
Create a customer
Creates a new customer
Action
Create a data proxies URL
Creates a URL for data proxies approval
Action
Create a draft email
Creates a new draft email.
Action
Create a lead
Creates a lead
Action
Create a meeting
Creates a new meeting
Action
Create a meeting summary
Creates a meeting summary
Action
Create a report
Creates a customer's report
Action
Create a workflow
Creates a workflow
Action
Load more

Support

FAQs

Everything you need to know about Make. Can't find the answer you're looking for? Please chat to our team.

Start by registering for Make. As a new Make user, you’ll automatically be assigned a free account. Once your account is set up, you can start creating your first scenarios. We recommend starting with our step-by-step video tutorial.

A scenario represents a workflow or a project of your own creation, and it is made up of a series of modules that automate apps and services. Creating a scenario allows you to transfer and transform data between apps and services via these modules to automate anything and improve the way you work.

Modules are the main building blocks of automation in Make. Modules represent actions that Make performs with an app, like creating, updating, or deleting data.

Mapping links the modules in your scenario. When you map an item, you connect the data retrieved by one module to another module to perform the desired action. For example, you can map email addresses and subject lines to create a spreadsheet using this data.