Connect Formstack Documents and Gmail to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for Formstack Documents
Choose an Action
Automatically do this!
Send Email
Remove Label From Email
Add Label to Email
Reply to Email
Search Mails
Get Email Attachment
Create an email in draft
List all Mails
Enable Integrations or automations with these events of Formstack Documents and Gmail
Enable Integrations or automations with these events of Formstack Documents and Gmail
Triggers
New mail matches your specified search criteria
Trigger when a new mail matches your specified search criteria
New Email
Retrieve Gmail messages for selected label(s) received within a recent timeframe and return each message's headers, body (HTML/plain), and attachment URLs.
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 Starred Email
Fetches starred Gmail messages received in a recent time window (default 15 minutes) and returns message metadata, subject, sender/recipient, plain/HTML body, and any attachments with Viasocket-uploaded URLs.
Actions
Send Email
Send an email and attach one or more files or Drive links.
Remove Label From Email
Remove a specified label from the first Gmail message matching the provided subject and/or sender criteria.
Add Label to Email
Search Gmail by subject and/or sender, find the first matching message, and add the selected label to it.
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.
Search Mails
Search Gmail messages by sender, subject, or label and return message details, attachments, and a next-page token for pagination.
Get Email Attachment
Retrieve attachments from an email by Message ID and return attachment details (filename, MIME type, size) and accessible URLs.
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Step by step guides to integrate Formstack Documents and Gmail
Frequently Asked Questions
To start, connect both your Formstack Documents and Gmail accounts to viaSocket. Once connected, you can set up a workflow where an event in Formstack Documents triggers actions in Gmail (or vice versa).
Absolutely. You can customize how Formstack Documents 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.
The data sync between Formstack Documents and Gmail typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between Formstack Documents 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.
About Formstack Documents
Introducing Formstack Documents, formerly WebMerge. Automatically generate PDF and Word DOCX documents merged with data from online web services. Contracts, invoices, applications, tickets, and more - all created dynamically, saving you time and money.
Learn MoreAbout 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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