Gmail

What it does#

The Gmail step sends email from the Gmail account you connect, in the background: the customer doesn't see it.

Sending only asks Google to let Officely send email as you: Officely can't read your mailbox. Search emails needs a separate read permission and appears only in accounts where it's enabled.

Email your team about a new lead#

1. 1

   Add the Gmail step

   Drag Gmail from the Google group and connect it after the steps that collect the lead's details.

2. 2

   Connect Gmail

   Under Google account, click Connect Google (or pick an account) and allow Officely to send email as you.

3. 3

   Pick the action

   Under Action, choose Send an email.

4. 4

   Address it

   To: one or more addresses, separated by commas. Optionally add Cc, Bcc and Reply-to (optional).

5. 5

   Write it

   Subject: for example New lead: {{@name}}. Format: Plain text (line breaks are kept) or Simple HTML. Text: for example Hi, {{@name}} left details: {{#cphone}}.

6. 6

   Connect both outputs

   Connect Success to the next step and Error to a fallback.

7. 7

   Try it

   Try it really sends the email, so it asks "Run it for real?" first. Send it to yourself.

Simple HTML allows basic tags only (p, b, i, a, br, ul, li). Scripts and styles are removed.

Replies and results#

• Send an email saves {{#email.id}} and {{#email.threadId}}.
• Reply in a thread: write the Thread id, usually {{#email.threadId}} from an earlier Send an email step. Replies only work in threads this chatbot started.
• Search emails: write Search for as you would in Gmail's search box, for example from:orders@shop.com newer_than:2d. It saves {{#emails.count}}, {{#emails.first.subject}} and {{#emails.first.from}}.

If Google fails, the chat continues on the Error output with {{#google_error.message}} and {{#google_error.code}}. If Error isn't connected, the chat stops and you get an alert.

Common mistakes#