Pxmo integration with Gmail
How to Send emails via Gmail when proposals are newly-viewed in Pxmo
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 via Gmail when proposals are newly-viewed in Pxmo" 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 Pxmo integrations
Pxmo actions
Nekton can use any feature that is available in Pxmo API.
Using our advanced AI, you can easily create custom automations for Pxmo.
Here are some typical actions you can do in your automated workflows.
Create Proposal
Creates a new Proposal
Proposal Accepted
Triggers when a proposal is accepted.
Proposal Callback
Triggers when a callback is requested on a Proposal.
Proposal Live
Triggers when a Proposal goes live.
Proposal Restored
Triggers when an archived Proposal is restored (unarchived).
Proposal Archived
Triggers when a Proposal is archived.
About Pxmo
Pxmo is an app for creating compelling proposals.