This automation scenario allows you to connect Gmail and Plutio
It can be build using Integromat, a no-code workflow automation tool. Integromat 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
Gmail and Plutio can also be integrated using automation tools other than integromat:
When this trigger fires in Gmail
Triggers when a new email is received to be processed according to specified criteria.
Then this action happens in Plutio
Creates a new task.
This guide contains information on how to set up an automatic workflow that allows to Create Plutio tasks from new Gmail messages matching a search query.
Part I
First, we need to connect Gmail and Plutio to Make.com.
Create Make.com account.
Create Make.com account if you don't have one.
Connect Gmail to Make.com.
Give Make.com access to your Gmail account, using Gmail credentials.
Connect Plutio to Make.com.
Give Make.com access to your Plutio account, using Plutio credentials.
Part II
Next, we need to create a workflow automation scenario using graphical no-code web interface of Make.com.
Set up a Trigger action for Gmail
Choose the following trigger: Watch Emails (Triggers when a new email is received to be processed according to specified criteria.).
Then set up an Action for Plutio
Choose this action: Create a Task (Creates a new task.).
Part III
Finally, we need to test this automation and publish it.
Customize data flow
Configure the data that is exchanged between Gmail and Plutio.
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 Create Plutio tasks from new Gmail messages matching a search query!
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.
Create a new Task within a specific Task Group
Creates a new Pltuio Project
Creates a new project.
Creates a new task group.
Creates an Invoice
Creates a Block
Make.com (Integromat) is a powerful automation tool that enables users to connect their favorite apps, services, and devices without any coding skills. With its unique features, users can automate even complex integrations easily and efficiently, saving time and effort. Integromat allows to connect apps and automate processes in a few clicks.