Gmail integration with ProWorkflow
How to Add new projects to ProWorkflow for new emails received on Gmail [Business Gmail Accounts Only]
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 "Add new projects to ProWorkflow for new emails received on Gmail [Business Gmail Accounts Only]" 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 ProWorkflow integrations
ProWorkflow actions
Nekton can use any feature that is available in ProWorkflow API.
Using our advanced AI, you can easily create custom automations for ProWorkflow.
Here are some typical actions you can do in your automated workflows.
Add Bookmark
This action adds a single Bookmark.
Add Company
Add a Company to ProWorkflow.
Add Contact to Task
Add a Contact who has already been assigned to a Project, to a Task.
Add Expense
Adds an expense to ProWorkflow.
Add General Task
Add a General Task in ProWorkflow.
Add Invoice
Add an Invoice in ProWorkflow.
About ProWorkflow
Interact with Companies, Contacts, Projects, Tasks, Time, Quotes & Invoices. Take full control of integrating with ProWorkflow to build a better team.