When this happens...
New mail matches your specified search criteria
New Email
New Attachment
New Email Matching Search

Automatically do this!
List Client Folders
Assign lead
Change Lead's Title
Change Lead's Status
Change Lead's Step
Log an activity to a lead
Add Comment
Create Prospect
Add Tag
Create Lead
Set Amount and Probability
Set Estimated Closing Date
Create Client Folder
Create Category
Add Lead to Client Folder
Create Prospecting List
Assign Prospecting List
Create Comment On Lead
Log an Activity
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When this happensTriggers
A trigger is an event that starts a workflow.
Trigger when a new mail matches your specified search criteria
Trigger when a new email arrives in specific mailbox.
Retrieve recent Gmail messages (optionally filtered by label) that contain attachments, upload those attachments to Viasocket, and return message and attachment details.
Triggers when a new email matches your specific filters (Subject, Sender, or Label). You can customize whether to include thread replies or just the first email.
Triggers when a new lead is created
Triggers when a new client folder is created
Action is the task that follows automatically within your Gmail integrations.
Send an email and attach one or more files or Drive links.
Remove a specified label from the first Gmail message matching the provided subject and/or sender criteria.
Search Gmail by subject and/or sender, find the first matching message, and add the selected label to it.
Send a 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.
Search Gmail messages by sender, subject, or label and return message details, attachments, and a next-page token for pagination.

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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 noCRM.io accounts to viaSocket. Once connected, you can set up a workflow where an event in Gmail triggers actions in noCRM.io (or vice versa).
Absolutely. You can customize how Gmail data is recorded in noCRM.io. This includes choosing which data fields go into which fields of noCRM.io, setting up custom formats, and filtering out unwanted information.
The data sync between Gmail and noCRM.io 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 noCRM.io. 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.
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