Gmail integration with Nucleus One
How to Capture new Gmail emails as Nucleus One documents
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 "Capture new Gmail emails as Nucleus One documents" 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 Nucleus One integrations
Nucleus One actions
Nekton can use any feature that is available in Nucleus One API.
Using our advanced AI, you can easily create custom automations for Nucleus One.
Here are some typical actions you can do in your automated workflows.
Upload a Document
Uploads a document to a project.
New Task
Creates a task for a user.
Submit a Form
Submits a form.
Document Added to a Project
Triggers when a document is added to a project.
User Added to a Project
Triggers when a user is added to a project.
About Nucleus One
Nucleus One is cloud-based business process management (BPM), designed to easily manage projects, tasks, documents and processes.