Setup AppiWorks for Gmail
What is AppiWorks for Gmail?
AppiWorks for Gmail is a Google Workspace add-on to interact with any applications from Gmail.
Key features of this add-on
reads the data from Gmail and post it to external applications.
How to open AppiWorks for Gmail
Open Gmail.
In the add-on section of Gmail select AppiWorks.
Setting up AppiWorks for Gmail
Click on AppiWorks and start the setup.
The first step in creating a new service is creating a new connection. Read Connection settings to learn more on how to set up connection.
Click on Create New Service to create a new service.
Create new Service
Mention the required service name.
Select the required connection.
Select the required entity to perform the action.
Select the required action.
Field Mapping:
Mapping should be done to map the Gmail fields with the corresponding app fields.
Select the required app field and map it with the Gmail fields as required.
Select Current Message.
Click Save to save the service.
Click Cancel to cancel the setup.
How service is executed?
Once a service is configured open Gmail.
Select the email from which the contacts need to be created.
The email addresses that are available will be listed there.
Click on Go to execute the service.
This will navigate to the next page where all the details about the selected email will be displayed.
Click on Create to create the contact in Insightly.
If the contact is created successfully a notification screen appears like this.
Sample Output
