Contractors Cloud integration with Gmail
How to Send emails in Gmail for updated project/lead statuses in Contractors Cloud
Steps to automate
Use Nekton workflow automation service.Preparation
Create Nekton account. You can also use your existing Google account
to sign in.
Create automation
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Click on the "Create new workflow" button, and then add "Automated step".
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Set the step description to "Send emails in Gmail for updated project/lead statuses in Contractors Cloud" and then click on "Automate".
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Provide the necessary parameters and click on the "Test it" button to check your automation. If you had issues with it, you can click on "Automate" again to try a different one.
Create a schedule (optional)
If you want to run this automation on a schedule, click on the gear button on the workflow editor
screen
to configure it. For example, you can run this flow every hour or every day.
Automate Contractors Cloud integrations
Contractors Cloud actions
Nekton can use any feature that is available in Contractors Cloud API.
Using our advanced AI, you can easily create custom automations for Contractors Cloud.
Here are some typical actions you can do in your automated workflows.
Import Lead
Import a new record into Contractors Cloud.
New Record
Triggers when a new import record is created.
An Update in a Project/Lead Status
Triggers when a project status is updated by the workflow.
About Contractors Cloud
Contractors Cloud is an innovative, well-rounded and full-featured specialty trade software.