Gmail integration with Uptics
How to Create Uptics tasks for new starred emails in Gmail
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 "Create Uptics tasks for new starred emails in Gmail" 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 Uptics integrations
Uptics actions
Nekton can use any feature that is available in Uptics API.
Using our advanced AI, you can easily create custom automations for Uptics.
Here are some typical actions you can do in your automated workflows.
Create a Contact
Creates a Contact without an email address requirement.
Create or Update a Deal
Creates or Updates a Deal.
Create a Task
Creates a Task.
Create or Update a Contact
Creates or Updates a Contact on the basis of email address.
Create a Note
Creates a Note.
New Contact
Triggers when a new contact created in CRM.
About Uptics
The modern, all-in-one, sales software for SMBs that adds the gift of automation.