Connect Gmail and secure-doc-manager to Build Intelligent Automations
Enable Integrations or automations with these events of Gmail and secure-doc-manager
Enable Integrations or automations with these events of Gmail and secure-doc-manager
Triggers
New Email
Trigger when a new email arrives in specific mailbox.
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
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.
Actions
Send Email
Send an email and attach one or more files or Drive links.
Add or Remove Label to Email
Add or remove a label on a specific email or the first email that matches a subject or sender.
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
Retrieve all messages in a thread excluding those sent from the specified email address.
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 Gmail and secure-doc-manager
Frequently Asked Questions
To start, connect both your Gmail and secure-doc-manager accounts to viaSocket. Once connected, you can set up a workflow where an event in Gmail triggers actions in secure-doc-manager (or vice versa).
Absolutely. You can customize how Gmail data is recorded in secure-doc-manager. This includes choosing which data fields go into which fields of secure-doc-manager, setting up custom formats, and filtering out unwanted information.
The data sync between Gmail and secure-doc-manager 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 secure-doc-manager. 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 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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About secure-doc-manager
Secure Doc Manager helps you collect documents the easy way from your clients. Used by bookkeepers, accountants, lawyers, loan brokers and more.
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