Getting Started

• To start go to Automations under any app
• Click create the + Automation button at the top-right corner
• Select the desired trigger and add the necessary conditions
• In the action step select “Gmail”

• Click the dropdown to add you integration
• Click Allow When Prompted
• Then start configuring your Action
• Select the Sender
• Static: to make the sender a fixed user in your workspace
• Dynamic: you can
• Select a user related to a record from the tigger or output from find record (e.g. Creator, Last modifier, Assignee, Owner etc..)
• Select a user by matching their name with a property from a coming webhook
• From: To specify an email address that you would like to appear as the sender.Note: Only emails that have the same domain as the gmail account you integrated with can be used.
• To:
•  to add the recipient/s, you can click “Add Email” button for each extra recipient you’d like to add.
• And don't forget the CC and BCC options
• Subject: the subject line of the email
• Body: the body of the email, you can write it as a plain text, or in HTML format.