Mail Director (old version of CloudFlow Director) - Introduction and Demo

Опубликовано: 19 Декабрь 2024
на канале: AppiWorks
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Mail Director add-on intelligently interacts with several apps using the data collected from your Gmail message enabling bi-directional data movement.


FEATURES

► Information - automatically show relevant details from the Apps. e.g. show contact info matching sender email

► Action - allows users to take predefined on the Apps. e.g. create Trello Card

So no more copying & pasting or context switching or countless logins. You can simply do what you want right from Gmail.

Mail Director is built to be a powerful tool to make it easier for you to interact with many applications from one place.


APPLICATIONS

► Google Docs
append Gmail message data (from, to, cc, subject, message etc) into selected Google Document as a table. (Action)

► Google Sheets
store Gmail message data (from, to, cc, subject, message etc) into selected Google Sheet as rows. (Action)
show how many messages stored previously for the sender (Information)

► Trello
create Trello Cards from Gmail message (Action)

► Asana
create Asana Tasks from Gmail message (Action)

► Slack
send message to Slack channel (Action)

► Insightly
create Contact in Insightly from Gmail message (Action)
create Lead in Insightly from Gmail message (Action)
create Opportunity in Insightly from Gmail message (Action)
create Project in Insightly from Gmail message (Action)
show matching Contact from Insightly (Information)
show matching Lead from Insightly (Information)

► HubSpot
create Contact in HubSpot from Gmail message (Action)
show matching Contact from HubSpot (Information)

► Smartsheet
create a record in Smartsheet using Gmail message (Action)
show number of emails stored in Smartsheet from the sender (Information)

► QuickBooks
create Contact in QuickBooks from Gmail message (Action)
create Expense in QuickBooks from Gmail message (Action)

► PayPal
create Invoice in PayPal from Gmail message (Action)



For more details refer https://maildirector.jivrus.com


SUPPORT

Contact us at http://www.jivrus.com/contact-us or email [email protected] for any query or feature request.