Beta Please note that the feature is in beta, and that it is still undergoing testing before its general availability.
Gmail is a free email service provided by Google.
Before you start using the Gmail channel, you will need to update the allowlist to allow a connectivity in the Quickbase Pipelines Gmail Connector app for your Google Workspace account. See Setting up a Quickbase Pipelines Gmail connector to get started.
How to Connect
- On the My pipelines page, click Create a pipeline. Enter name, description, and tag fields and click the Create Pipelines button. The pipelines wizard displays:
- From the wizard you choose the connections for the first steps of your pipeline. When you choose a type, you'll add the channels and steps for your first steps. You can always add more steps later. A Triggered pipeline is started by a specific event in real-time. A Scheduled pipeline will start according to a schedule. A Manual pipeline only starts manually. Once you've completed the wizard, you'll be prompted for connection detail, if necessary. If you are an experienced builder, click the Start from scratch button and then from the right side of the page, choose the All to list all available channels.
- Expand Gmail and click Connect to Gmail.
- Review the permissions that Pipelines will receive once connected. Your permissions are based on your existing Google account. You can select specific permissions or allow all the options. Gmail permissions are required. When finished clickConnect to Gmail.
Note: Depending on the permissions granted, integration and functionality will be affected. - You may need to sign in with your Google credentials. This is required to set up the connection between Gmail and Pipelines.
- Agree to allow Pipelines access to your Google account by clicking Allow.
How to reconnect the Gmail channel
To reconnect:
- Select a pipeline that already has Gmail in it.
- Open a step containing Gmail.
- Under account, select Connect (or reconnect) and follow the process above, How to connect.
Steps
The steps you can use with Gmail fall under three categories: Messages, Attachments, and Labels
Note: You cannot use jinja expressions in trigger conditions unless explicitly specified as possible.
Type | Name | Description |
---|---|---|
Messages | ||
Trigger | Message Received | Triggers when a new message arrives. |
Trigger | Label Added | Triggers when a specific label is added. |
Trigger | Label Removed | Triggers when a specific label is removed. |
Trigger | Any Label Added | Triggers when any label is added. |
Trigger | Starred | Triggered when a message is starred. |
Trigger | Unstarred | Triggered when a message is unstarred. |
Trigger | Remove from Trash | Triggered when a message is removed from the Trash. |
Trigger | Put in Trash | Triggered when a message is put in the Trash. |
Trigger | Read | Triggered when a message is read or marked as read. |
Action | Send an Email | Sends an email. |
Action | Compose a Draft | Creates a draft of an email. |
Action | Reply | Replies to a message. |
Action | Star | Stars a message. |
Action | Unstar | Unstars a message. |
Action | Mark as Read | Marks a message as read. |
Action | Mark as Unread | Marks a message as unread. |
Action | Add Label | Adds a label to a message. |
Action | Remove Label | Removes a label from a message. |
Action | Archive | Archives a message. |
Action | Unarchive | Unarchives a message |
Action | Move | Moves a message. |
Action | Report | Reports a message as spam. |
Action | Trash | Moves a message to Trash. |
Action | Remove from Trash | Removes a message from the Trash. |
Query | Search Messages | Finds all the matches to your search term and returns a list. |
Action | Fetch a Linked Message | Fetches a linked message. |
Action | Look Up Message | Searches for a message based on your query parameters, such as message ID. |
Attachments | ||
Query | Search Attachments |
Searches for an attachment based on your query parameters, such as message ID. |
Labels | ||
Action | Create a Label | Creates a new label. |