This automation scenario allows you to connect Gmail and monday.com
It can be build using Zapier, a no-code workflow automation tool. Zapier allows you to create automated bots 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 monday.com can also be integrated using automation tools other than zapier:
When this trigger fires in Gmail
Triggers when a new e-mail appears in the specified mailbox.
Then this action happens in monday.com
Create a new Item in a board
This guide contains information on how to set up an automatic workflow that allows to Add items to monday.com for new emails in Gmail [Business Gmail Accounts Only].
Part I
First, we need to connect Gmail and monday.com to Zapier.
Create Zapier account.
Create Zapier account if you don't have one.
Connect Gmail to Zapier.
Give Zapier access to your Gmail account, using Gmail credentials.
Connect monday.com to Zapier.
Give Zapier access to your monday.com account, using monday.com 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 Gmail
Choose the following trigger: New Email (Triggers when a new e-mail appears in the specified mailbox.).
Then set up an Action for monday.com
Choose this action: Create Item (Create a new Item in a board).
Part III
Finally, we need to test this automation and publish it.
Customize data flow
Configure the data that is exchanged between Gmail and monday.com.
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 Add items to monday.com for new emails in Gmail [Business Gmail Accounts Only]!
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 Item in a board
Change multiple column values of an item
Creates a new board
Update an item's name
Creates a new group in a board
Create a new update.
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