What is a Trigger?
An automation trigger is the “switch” to run an automation under the defined conditions you specify.
When Something happens (the Trigger) and These Conditions are true, then This Event (the Action) occurs.
SmartSuite's When an email is received trigger for Google Gmail allow you to automatically take action in SmartSuite based on a trigger from Gmail. If you haven't already, we also recommend that you check our articles on creating an automation and managing automations for more information about setting up new workflows.
The following options are available when configuring this trigger:
Google Gmail Account. To use this trigger you must first authorize with Google and give SmartSuite permissions to access your Gmail inbox and messages. Click Add new Google Gmail Credential to log in to your account.
Folder. You can optionally move new mail that matches your conditions to a folder in Gmail. Note that the folder must already exist.
Conditions. Here you can add one or more conditions that must be true for the trigger to fire. These conditions match values in the Gmail message. See the list of available Gmail properties.
This action requires Solution Manager permissions or the Administrator role. To learn more, please see our article on roles and permissions.
Accessing the Automations configuration interface:
Create a New Automation
Once the Solution Automations dialog is displayed, click Add Automation to begin creating an automation that will interact with Google Gmail.
Select the Google Gmail Trigger
After creating your automation, you can select Google Gmail from the Integrations section of the Add Trigger list. You can then select the When an Email is received trigger. It looks like this:
Choose an Action
After selecting the Google Gmail trigger, you gain the flexibility to choose from a wide array of actions that can be seamlessly integrated into your workflow, both SmartSuite internal and any of our integrated actions.
How to Add a Google Gmail
Configuring it just requires a few clicks. You will be prompted to select or connect your Google account. Once your account is connected, the dropdown options for Google Gmail will be pre-populated based on your Google account.
If you are not authenticated you will be prompted to log in to your Google account. You will see a screen like this:
If you've already added other Google services previously, you'll see a note mentioning that SmartSuite already has access to other Google related services. If this is your first Google integration being set up with us, you'll see a screen that looks like this:
After this initial account configuration has been completed, you can then specify the details for the Google Gmail trigger. You are required to specify the folder you'd like the trigger to watch, and then you're able to optionally set any conditions up to further filter what causes the automation to fire.
Filter conditions include: