Connect Documint and Gmail to Build Intelligent Automations

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Documint

When this happens...

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Gmail

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Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

New Template

New Template

Trigger when a new template is created.

New Attachment

New Attachment

Retrieve recent Gmail messages (optionally filtered by label) that contain attachments, upload those attachments to Viasocket, and return message and attachment details.

New Email Matching Search

New Email Matching Search

Runs when a new email matches your filters (subject, sender, or label)

Request a new Trigger for Documint

Do thisActions

Action is the task that follows automatically within your Documint integrations.

Merge Template

Merge Template

Merge a Template

Update Document

Update Document

Update an Existing Document.

Delete Document

Delete Document

Delete a Document.

Send Email

Send Email

Send an email and attach one or more files or Drive links.

Add or Remove Label to Email

Add or Remove Label to Email

Add or remove a label on a specific email or the first email that matches a subject or sender.

Reply to Email

Reply to Email

Send a reply to an existing Gmail thread (plain text or HTML). Supports To/CC/BCC, attachments, custom sender name, and optional labels.

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Step by step guides to integrate Documint and Gmail

Frequently Asked Questions

How do I start an integration between Documint and Gmail?

To start, connect both your Documint and Gmail accounts to viaSocket. Once connected, you can set up a workflow where an event in Documint triggers actions in Gmail (or vice versa).

Can we customize how data from Documint is recorded in Gmail?

Absolutely. You can customize how Documint data is recorded in Gmail. This includes choosing which data fields go into which fields of Gmail, setting up custom formats, and filtering out unwanted information.

How often does the data sync between Documint and Gmail?

The data sync between Documint and Gmail typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from Documint to Gmail?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between Documint and Gmail?

Yes, you can set conditional logic to control the flow of data between Documint and Gmail. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.

Documint

About Documint

Documint is a document creation service which cuts transaction document creation time down from minutes or hours to seconds.

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Gmail

About Gmail

Gmail is a free email service developed by Google. It allows users to send and receive emails, manage their inbox, and organize their communications efficiently. With features like spam filtering, search capabilities, and integration with other Google services, Gmail is a powerful tool for personal and professional communication.

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