Integrations Gmail Offorte Proposals
Gmail + Offorte Proposals

Connect Gmail and Offorte Proposals to Build Intelligent Automations

Choose a Trigger

Gmail

When this happens...

Choose an Action

Offorte Proposals

Automatically do this!

Enable Integrations or automations with these events of Gmail and Offorte Proposals

Enable Integrations or automations with these events of Gmail and Offorte Proposals

Triggers

New mail matches your specified search criteria

New mail matches your specified search criteria

Trigger when a new mail matches your specified search criteria

New Email

New Email

Trigger when a new email arrives in specific mailbox.

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

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.

Request a new Trigger for Gmail

Actions

Send Email

Send Email

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

Remove Label From Email

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

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

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.

Get Thread Replies

Get Thread Replies

Retrieve all messages in a thread excluding those sent from the specified email address.

Search Mails

Search Mails

Search Gmail messages by sender, subject, or label and return message details, attachments, and a next-page token for pagination.

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Step by step guides to integrate Gmail and Offorte Proposals

Frequently Asked Questions

How do I start an integration between Gmail and Offorte Proposals?

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

Can we customize how data from Gmail is recorded in Offorte Proposals?

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

How often does the data sync between Gmail and Offorte Proposals?

The data sync between Gmail and Offorte Proposals 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 Gmail to Offorte Proposals?

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 Gmail and Offorte Proposals?

Yes, you can set conditional logic to control the flow of data between Gmail and Offorte Proposals. 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

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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Offorte Proposals

About Offorte Proposals

Offorte helps you win more deals by letting you share beautiful business proposals in a smart automated way.

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