This automation scenario allows you to connect Cognito Forms and Gmail
It can be build using Zapier, a no-code workflow automation tool. Zapier allows you to create automated scripts using a simple drag-and-drop interface for non-technical users. This is a ready-made scenario, but it can be customized by adding more apps, actions, filters or branches.
Categories
Cognito Forms and Gmail can also be integrated using automation tools other than zapier:
When this trigger fires in Cognito Forms
Triggers when someone fills out your form.
Then this action happens in Gmail
Create and send a new email message.
This guide contains information on how to set up an automatic workflow that allows to Send emails through Gmail for new entries on Cognito Forms.
Part I
First, we need to connect Cognito Forms and Gmail to Zapier.
Create Zapier account.
Create Zapier account if you don't have one.
Connect Cognito Forms to Zapier.
Give Zapier access to your Cognito Forms account, using Cognito Forms credentials.
Connect Gmail to Zapier.
Give Zapier access to your Gmail account, using Gmail credentials.
Part II
Next, we need to create a workflow automation scenario using graphical no-code web interface of Zapier.
Set up a Trigger action for Cognito Forms
Choose the following trigger: New Entry (Triggers when someone fills out your form.).
Then set up an Action for Gmail
Choose this action: Send Email (Create and send a new email message.).
Part III
Finally, we need to test this automation and publish it.
Customize data flow
Configure the data that is exchanged between Cognito Forms and Gmail.
Test the workflow and turn it on for production use
Test your scenario and publish to production. Now you have an automatic workflow, that will Send emails through Gmail for new entries on Cognito Forms!
Triggers when a new e-mail appears in the specified mailbox.
Triggers when you receive a new email that matches a search string you provide.
Triggers when you label an email.
Triggers when you receive a new attachment (triggers once per attachment).
Triggers when a new email is received to be processed according to specified criteria.
Triggers when you receive a new email and star it within two days.
Creates a new entry.
Sets the availability of a form.
Gets an entry document.
Gets a file by id.
This is an advanced action which makes a raw HTTP request that includes this integration's authentication.
Create a new action using AI.
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