Skip to main content

Gmail channel

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

  1. 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:

    wizard.1.png
  2. 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.
  3. Expand Gmail and click Connect to Gmail.
  4. 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.
    gmail_channel_B.png
  5. You may need to sign in with your Google credentials. This is required to set up the connection between Gmail and Pipelines.
  6. Agree to allow Pipelines access to your Google account by clicking Allow.

How to reconnect the Gmail channel

To reconnect:

  1. Select a pipeline that already has Gmail in it.
  2. Open a step containing Gmail.
  3. 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.

Related articles

Top