Connect YoPlanning to Gmail

Use 2 documented YoPlanning triggers to run 20 documented Gmail actions.

2 source triggers

20 target actions

Reverse direction supported

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Why Connect YoPlanning & Gmail?

Start with a YoPlanning event

Choose from 2 documented triggers, including New Client Created, New Order Placed.

Run a Gmail action

Send the event into one of 20 documented actions, such as Add Label to Email, Approve Workflow, Archive Email.

Map and review the workflow

Choose the fields and conditions for the workflow, then test the result before activation.

Available Triggers & Actions

YoPlanning

Triggers (2)

New Client Created

Triggers when a new client is created. See the documentation

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New Order Placed

Triggers when a new order is placed. See the documentation

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Actions (5)

List Categories

Lists all categories. See the documentation

List Clients

Lists all clients. See the documentation

List Orders

Lists all orders. See the documentation

List Payments

Lists all payments. See the documentation

List Teams

Lists all teams. See the documentation

Gmail

Triggers (5)

New Attachment Received

Emit new event for each attachment in a message received. This source is capped at 100 max new messages per run.

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New Email Matching Search

Emit new event when an email matching the search criteria is received. This source is capped at 100 max new messages per run.

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New Email Received

Emit new event when a new email is received.

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New Labeled Email

Emit new event when a new email is labeled.

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New Sent Email

Emit new event for each new email sent. (Maximum of 100 events emited per execution)

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Actions (20)

Add Label to Email

Add label(s) to an email message. See the docs

Approve Workflow

Suspend the workflow until approved by email. See the documentation

Archive Email

Archive an email message. See the documentation

Bulk Archive Emails

Archive multiple emails at once. See the documentation

Create Draft

Create a draft from your Google Workspace email account. See the documentation

Create Label

Create a new label in the connected account. See the documentation

Delete Email

Moves the specified message to the trash. See the documentation

Download Attachment

Download an attachment by attachmentId to the /tmp directory. See the documentation

Find Email

Find an email using Google's Search Engine. See the docs

Get Current User

Returns the authenticated Gmail user's name, email address, and mailbox stats (total messages and threads). Call this first when the user says 'my emails', 'my inbox', or needs identity context. Use the returned emailAddress to identify the user's own messages in **Find Email** results. See the documentation.

Get Send As Alias

Get a send as alias for the authenticated user. See the documentation

List Labels

List all the existing labels in the connected account. See the docs

List Send as a Delegate Options

Retrieves available options for the Send as a Delegate field.

List Send As Aliases

List all send as aliases for the authenticated user. See the documentation

List Signature Options

Retrieves available options for the Signature field.

List Thread Messages

List messages in a thread. See the docs

Remove Label from Email

Remove label(s) from an email message. See the docs

Send Email

Send an email from your Google Workspace email account. See the documentation

Update Signature for Email in Organization

Update the signature for a specific email address in an organization. A Google Cloud service account with delegated domain-wide authority is required for this action. See the documentation

Update Signature for Primary Email Address

Update the signature for the primary email address. See the documentation