When this happens...
New Attachment
New Email Received

Automatically do this!
Modifying Call
Modifying Event
Modifying Letter
Modifying Task
Modifying Deal
Modifying Price List
Modifying Sales Order
Modifying Account
Modifying Contact
Modifying Lead
Create Task
Create Deal
Create Price List
Create Product
Create Account
Create Contacts
Details of Activity - Call
Details of Activity - Task
Details of Activity - Meeting
Details of Activity - Letter
Details of Activity - Deal
Details of Activity - Price List
Details of Activity - Product
Details of Activity - Project
Details of Activity - Sales Orders
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 new email arrives
Triggers when a record is updated , created or deleted
Action is the task that follows automatically within your Gmail integrations.
send a new email message.
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.

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To start, connect both your Gmail and Raynet CRM accounts to viaSocket. Once connected, you can set up a workflow where an event in Gmail triggers actions in Raynet CRM (or vice versa).
Absolutely. You can customize how Gmail data is recorded in Raynet CRM. This includes choosing which data fields go into which fields of Raynet CRM, setting up custom formats, and filtering out unwanted information.
The data sync between Gmail and Raynet CRM 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 Raynet CRM. 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 MoreRaynet CRM is a comprehensive customer relationship management platform designed to help businesses manage their customer interactions, sales processes, and data effectively. It offers a user-friendly interface and a range of features including contact management, sales tracking, and reporting tools to enhance productivity and drive business growth.
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