Connect to Gmail no-code

Before you begin

• In your Next Matter portal, go to Automations library, and click Connect in the Gmail app tile.
• Check the required scopes to learn more about which data is shared between the apps.
  

Send email

1. Click Workflows > + Create new... > Create a new workflow and give your workflow a name. If you have a workflow ready, click ... > Edit workflow.
2. Click + Add step and select Integrations > Gmail.
3. Click the step and click Configure integration.
4. In the operation dropdown, select Send email .
5. Enter recipients (comma-separated), and email title.
6. Enter the email body in plain text.
7. (Optional) Add links to any attachments you want to send. The attachments can be data references, if the files are hosted on Next Matter, or can be links to publicly accessible files.
8. Save your changes.

Tip: Select and save message ID as a variable. You might need it if you want to reply to use the Reply to email no-code step in the same workflow.

Reply to email

1. Click Workflows > + Create new... > Create a new workflow and give your workflow a name. If you have a workflow ready, click ... > Edit workflow.
2. Click + Add step and select Integrations > Gmail.
3. Click the step and click Configure integration.
4. In the operation dropdown, select Reply to email .
5. Select email ID from the list of data references. It will be on the list if you've used the Send email no-code operation earlier in the workflow and saved the email ID as a variable to use in later steps.
6. Enter the email body in plain text.
7. (Optional) Select a label that should be applied to the email. The label needs to already exist in your email account.
8. (Optional) Add links to any attachments you want to send. The attachments can be data references, if the files are hosted on Next Matter, or can be links to publicly accessible files.
9. Save your changes.

Add label to email

1. Click Workflows > + Create new... > Create a new workflow and give your workflow a name. If you have a workflow ready, click ... > Edit workflow.
2. Click + Add step and select Integrations > Gmail.
3. Click the step and click Configure integration.
4. In the operation dropdown, select Add label to email .
5. Select email ID from the list of data references. It will be on the list if you've used the Send email no-code operation earlier in the workflow and saved the email ID as a variable to use in later steps.
6. Select a label that should be applied to the email. The label needs to already exist in your email account.
7. Save your changes.

Get emails

1. Click Workflows > + Create new... > Create a new workflow and give your workflow a name. If you have a workflow ready, click ... > Edit workflow.
2. Click + Add step and select Integrations > Gmail.
3. Click the step and click Configure integration.
4. In the operation dropdown, select Get emails .
5. To find the correct emails, enter at least one of the filtering criteria: From email (enter the email of the sender), To email (enter the email of the recipient), Label, Subject, After (enter date in the YYYY/MM/DD format), or Before (enter date the YYYY/MM/DD format).
   Tip: Alternatively you can leave the filters empty and enter a custom Gmail query. For example: from:[email protected] after:2023/01/01 subject:Update
   Custom query overwrites all other filters. For details on Gmail queries, see Gmail documentation.
6. Toggle on if you only want to retrieve unread emails.
7. Specify the maximum number of expected results.
8. Save your changes.