Google Workspace AppConnect Recipes

About

Google Workspace is a collection of cloud computing, productivity and collaboration tools, software and products developed and marketed by Google. AppConnect users can reference the examples below as they begin building their own recipes using the Google integrations.

In this Article

• About
• In this Article
• Recipe #1 When a Lead is Created, Send an Email through Gmail
  • Objective
  • Recipe Logic
• Recipe #2 When a New Task is Created in Insightly, Create a Task in Google Calendar
  • Objective
  • Recipe Logic
• Recipe #3 When an Email is Received in Gmail, Add the Body of the Email to the Contact's Description
  • Objective
  • Recipe Logic

Recipe #1 When a Lead is Created, send an email through Gmail

Objective

When a new lead has been created in Insightly, send an email through Gmail.

Recipe Logic

1. The recipe will be triggered when a new lead has been created in Insightly.
2. Send an email via Gmail. 
   1. Populate the To field by pulling the Email Address data pill from step 1.
   2. Populate the From field by pulling the Lead Owner data pill from step 1.
   
   

   Recipe #2 When a New Task is Created in Insightly, Create a Task in Google Calendar

   Field	Information
   Connections	Google Calendar, Insightly
   Trigger	A new task is created in Insightly
   Action	Create a task in Google Calendar

   Objective

   When a new task has been created in Insightly, create a task in Google Calendar that includes the Insightly task's name, description, and date due.

   Recipe Logic

   1. The recipe will be triggered when a new task has been created in Insightly.
   2. Create a task in Google Calendar. 
   3. Pull the Task Name, Description, and Date Due data pills from step 1.
   
   

   
   Recipe #3 When an Email is Received in Gmail, Add the Body of the Email to the Contact's Description

   Field	Information
   Connections	Gmail, Insightly
   Trigger	An email is received in Gmail
   Action	Find contact with matching email address and add the body of the email to the contact's description field.

   Objective

   When an email is received in Gmail, check the sender's email address. If there is a contact within Insightly with a matching email address, download the email body as plain text, then update the contact's description field with that text.

   Recipe Logic

   1. The recipe will be triggered when an email is received in Gmail.
   2. Search contact records for an email address that matches the email address of the email's sender. 
   3. If a contact is found, download the body of the email.
   4. Update the contact's Description field with the Body as plain text data pill.