Automatically Send/Forward Data from Database/CRM Service via Gmail
This is a flow that automatically sends/forwards data via Gmail, starting from a database/CRM service.
When data is created or updated, it can be shared in a short time.
・
Are you spending too much time on data transfer and sending tasks despite sending and receiving a large number of emails every day?
Manual file sending and transfer tasks, no matter how efficient they may seem, ultimately take time and affect other work.
For those like you, we introduce a method to automatically send and transfer data using Gmail.
For example, by creating a flow that automatically sends files via Gmail when they are uploaded to Google Drive, you can eliminate tedious tasks all at once.
For busy business professionals, this automation can save time and lead to increased work efficiency.
Please give it a try and experience its convenience!
Yoom offers templates for automating business flows using Gmail! If you want to try it right away, click the banner below to get started!
There are several ways to automatically send and forward data with Gmail. We've picked out a few methods for you to check out!
Simply click "Try it out" on the automation example you're interested in and register an account to immediately experience automatic sending and forwarding with Gmail. Registration takes just 30 seconds, so feel free to give it a try!
This flow allows you to automatically send and forward data with Gmail, starting from storage apps like Google Drive.
You can share files smoothly without launching the storage app.
This is a flow that automatically sends/forwards data via Gmail, starting from a database/CRM service.
When data is created or updated, it can be shared in a short time.
This flow starts with a form app like Google Drive and automatically sends and forwards data using Gmail.
It enables quick responses, such as follow-ups, to the sender.
Let's get started by creating a flow to automatically send and forward data with Gmail!
This time, we'll proceed with the setup using Yoom, a no-code platform. If you don't have a Yoom account yet, please create one using the registration form here.
[What is Yoom]
This time, we will create a flow bot that sends files via Gmail when they are uploaded to Google Drive!
The creation process is broadly divided into the following steps:
First, connect Google Drive and Gmail to My App.
After logging into Yoom, click "Add" from "My App" in the left menu.
[For Google Drive]
(1) Search for "Google Drive" and select Google Drive from the list of apps.
(2) Click "Sign in with Google".
(3) Enter the Gmail email address and password you want to connect with Yoom.
Click "Next" on the [Sign in to Yoom] screen.
(4) Click "Continue".
This completes the app connection for Google Drive.
[For Gmail]
(1) Search for "Gmail" and select Gmail from the list of apps.
(2) Click "Sign in with Google".
(3) Enter the Gmail email address and password you want to connect with Yoom.
Click "Next" on the [Sign in to Yoom] screen.
(4) Click "Continue".
This completes the My App connection for Gmail.
Once the My App connection is complete, let's set up the template right away.
Click "Try it" on the banner below to copy the template.
When the template is copied to Yoom, the following screen will be displayed, so press "OK".
(1) Click on "When a new file or folder is created in a specific folder" at the top of the template.
(2) Select the Google Drive account information linked in "Account information linked with Google Drive" and click "Next".
(3) Select the trigger interval from 5 minutes, 10 minutes, 15 minutes, 30 minutes, or 60 minutes.
It is generally recommended to set the shortest time.
※ The interval varies depending on your plan, so please be careful.
(4) Set the ID of the folder to be activated by the flowbot in "Folder ID".
A list of folders in the linked Google Drive will be displayed in "Options", so click on the folder name to be operated. The folder ID will be entered automatically.
(5) Click "Test" to run the test and check if the file information in the folder set in "Retrieved value" is extracted.
About Retrieved value | Yoom Help Center
If there are no problems, click "Save" to complete the setup.
(1) Click on "Download File" in the template.
(2) Check the contents here as well and proceed to the next step.
(3) Set the file ID obtained in Step 3 in "File ID".
By selecting "File ID" in "When a new file or folder is created in a specific folder" in "Retrieved Value", you can automatically quote the file ID.
(4) When the test is executed successfully, a file named "Untitled" will be downloaded.
Click "Download" to download the file and check if it is the same file obtained in Step 3.
If there are no problems, click "Save" to complete the setup.
(1) Click on "Send Email" in the template.
(2) Select the Gmail account information linked in "Linked Account".
(3) In "Email Content", first set the following:
(4) Next, set the following:
(5) By setting the attachment to "Use Retrieved Valuet" and "File Retrieved from Google Drive", you can automatically attach the file obtained in Step 3 to the email.
Once the setup is complete, click "Next".
(6) Check the email sending content.
If there are no problems, click "Test".
(7) Once "Test Successful" is displayed, check if the email has actually been sent.
Once you have confirmed that it has been sent successfully, click "Save" to complete the setup.
This completes all the settings.
After completing the setup, a pop-up like the one below will be displayed, so turn on the trigger.
Check if the flow is working properly!
You can automatically notify Slack of the contents of emails that match specific conditions or automatically send follow-up emails!
By automating data sending and forwarding in Gmail, you can greatly enhance work efficiency.
It reduces the time spent manually sending files or organizing and sharing data, allowing you to focus more on important tasks.
Especially by integrating Google Drive with Gmail, file sending and forwarding can be completed quickly, ensuring smooth collaboration with your team or clients.
Once you set up these automation flows, you won't have to worry about manual transfers anymore.
To make the most of your valuable time, give it a try!
.avif)
.avif)
