When this happens...
New Attachment
New Email Matching Search

Automatically do this!
Create Task
Add/Remove Tags to Contact
Update Task
Search Task
Create Contact
Update Contact
Search Contact
Create Opportunity
Update Opportunity
Search Opportunity
Create Note
Create Tag
Update Tag
Search Tag
Add or Remove Contact from Workflow
Add Note to Contact
Create Or Update Contact
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When this happensTriggers
A trigger is an event that starts a workflow.
Retrieve recent Gmail messages (optionally filtered by label) that contain attachments, upload those attachments to Viasocket, and return message and attachment details.
Runs when a new email matches your filters (subject, sender, or label)
Runs when new contact is created.
Action is the task that follows automatically within your Gmail integrations.
Send an email and attach files or Google Drive links.
Add or remove a label on a specific email or the first email that matches a subject or sender.
Reply to an existing Gmail thread (plain text or HTML). Supports To/CC/BCC, attachments, custom sender name, and optional labels.
Retrieve all messages in a thread excluding those sent from the specified email address.
Find Gmail messages by sender, subject, label, or AI/advanced query and return message details, attachments, and a next-page token.
Retrieve attachments from an email by Message ID and return attachment details (filename, MIME type, size) and accessible URLs.

Automate Teamwork.com with viaSocket: real-time Slack alerts, auto-task creation from forms, live data in Google Sheets, client updates, and automated billing.

Gain insights into how viaSocket functions through our detailed guide. Understand its key features and benefits to maximize your experience and efficiency.

Unlock your team's potential with 5 straightforward automation hacks designed to streamline processes and free up valuable time for more important work.

Workflow automation is the process of using technology to execute repetitive tasks with minimal human intervention, creating a seamless flow of activities.
To start, connect both your Gmail and LeadConnector accounts to viaSocket. Once connected, you can set up a workflow where an event in Gmail triggers actions in LeadConnector (or vice versa).
Absolutely. You can customize how Gmail data is recorded in LeadConnector. This includes choosing which data fields go into which fields of LeadConnector, setting up custom formats, and filtering out unwanted information.
The data sync between Gmail and LeadConnector 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 Gmail and LeadConnector. 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.
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.
Learn MoreLeadConnector is a comprehensive marketing and CRM platform designed for businesses to manage their sales, marketing, and customer relationship efforts seamlessly in one place.
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