Connect Gmail and Template To to Build Intelligent Automations
Choose a Trigger
When this happens...
New Attachment
New Email Received
Choose an Action
Automatically do this!
Create PDF from Template
Get Upcoming Invoices
Create PDF From HTML
Create Text From Template
Create Text From HTML
Ready to use Gmail and Template To automations
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
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 Received
Runs when new email arrives
New Template Created
Runs when a new template is created in TemplateTo.
Do thisActions
Action is the task that follows automatically within your Gmail integrations.
Send Email With Attachments
Send an email and attach files or Google 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
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 Gmail Messages
Find Gmail messages by sender, subject, label, or AI/advanced query and return message details, attachments, and a next-page token.
Get Email Attachment
Retrieve attachments from an email by Message ID and return attachment details (filename, MIME type, size) and accessible URLs.
Know More About Gmail and Templateto Integrations
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Step by step guides to integrate Gmail and Template To
Frequently Asked Questions
To start, connect both your Gmail and Template To accounts to viaSocket. Once connected, you can set up a workflow where an event in Gmail triggers actions in Template To (or vice versa).
Absolutely. You can customize how Gmail data is recorded in Template To. This includes choosing which data fields go into which fields of Template To, setting up custom formats, and filtering out unwanted information.
The data sync between Gmail and Template To 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 Template To. 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.
Learn MoreAbout Template To
TemplateTo allows you to easily create Liquid-based templates for your documents. Utilise our drag-and-drop editor or provide your HTML.
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