Connect Ideanote and Gmail to Build Intelligent Automations

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Ideanote

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Gmail

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Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

New Ideas

New Ideas

Triggers when a new idea is created.

Recently Updated Ideas

Recently Updated Ideas

Fetch ideas from the selected mission that were updated within the specified recent time window, returned newest first.

New mail matches your specified search criteria

New mail matches your specified search criteria

Search Gmail for messages that match a subject, sender, or CC received within the specified recent time window, and return each message's headers, body (HTML/plain), date, and link.

New Email

New Email

Retrieve Gmail messages for selected label(s) received within a recent timeframe and return each message's headers, body (HTML/plain), and attachment URLs.

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 Starred Email

New Starred Email

Fetches starred Gmail messages received in a recent time window (default 15 minutes) and returns message metadata, subject, sender/recipient, plain/HTML body, and any attachments with Viasocket-uploaded URLs.

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Do thisActions

Action is the task that follows automatically within your Ideanote integrations.

Create Idea

Create Idea

Add a new idea to a chosen Ideanote mission with title, description, optional owner and attachments; returns the created idea's details.

Invite User

Invite User

Create a new IdeaNote user account and optionally send an invitation email with a custom message.

Send Email

Send Email

Send an email through Gmail with subject and plain-text or HTML body; include optional CC, BCC, custom sender and reply-to, attach files or Google Drive/Workspace exports, and apply labels.

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.

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Step by step guides to integrate Ideanote and Gmail

Frequently Asked Questions

How do I start an integration between Ideanote and Gmail?

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

Can we customize how data from Ideanote is recorded in Gmail?

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

How often does the data sync between Ideanote and Gmail?

The data sync between Ideanote and Gmail 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 Ideanote to Gmail?

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 Ideanote and Gmail?

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

Ideanote

About Ideanote

Ideanote is an easier and faster way for companies to collect, collaborate and act on ideas from customers and employees.

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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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