Documentation Index
Fetch the complete documentation index at: https://docs.softr.io/llms.txt
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Gmail integration
Connect Gmail with your Softr applications to send personalized emails, manage replies, and keep customer conversations organized — directly from your no-code app. Build workflows that turn form submissions, sign-ups, and record changes into the right email at the right time.Overview
The Softr Gmail integration lets your app send and manage email without leaving your workflows. Trigger emails from form submissions, user sign-ups, button clicks, or record updates, and let your team handle replies, drafts, and inbox organization from inside an admin dashboard or member portal. Whether you’re building a customer support portal, a client onboarding flow, or a CRM-lite tool for your sales team, Gmail gives your Softr app a fully connected inbox — outbound notifications, follow-up replies, and label-based organization, all driven by what your users do in Softr.Available Actions
Send email
Send a personalized email from your Gmail account whenever a workflow runs — perfect for welcome messages, confirmations, and notifications.Send reply
Reply to an existing email thread automatically, keeping the full conversation history intact for your team and your customers.Create draft
Prepare an email and save it as a draft in Gmail so a team member can review and send it manually.Create draft reply
Draft a response to an existing thread and leave it ready in Gmail for a human touch before sending.Read email
Pull the contents of a specific email into your workflow to display it in a Softr list, log it to a record, or use it in the next step.Archive email
Clear processed messages out of the inbox automatically once your workflow has handled them.Delete emails
Permanently remove emails that no longer need to be kept around — useful for cleaning up automated noise or processed notifications.Add label to email
Tag an email with one or more Gmail labels to keep your inbox neatly categorized by customer, status, or priority.Remove label from email
Take a label off an email once a thread is resolved or moves to a new stage.Create label
Spin up a new Gmail label on the fly so your workflows can organize messages into the exact buckets your team needs.Key Benefits
- No-code email automation: Set up email sending, drafting, and inbox cleanup visually inside Softr — no API keys or scripting required.
- Personalized at scale: Pull names, order details, or any record field straight into the email body so every message feels written for one person.
- Keep your team in control: Use drafts when a human review is needed and auto-send for routine confirmations — choose the right level of automation per workflow.
- Organized inbox by default: Apply, remove, and create labels automatically so customer threads stay sorted without manual triage.
- Faster customer response: React to form submissions and sign-ups the moment they happen, instead of letting messages pile up.
Example Use Cases
| Use Case | Description |
|---|---|
| Welcome emails on sign-up | Send a personalized welcome email the moment a new member signs up to your Softr app. |
| Form-submission auto-replies | Automatically reply to form submissions to confirm receipt and set expectations on next steps. |
| Support portal replies | Let your support team respond to customer threads from inside a Softr admin dashboard, with full thread context. |
| Client onboarding sequences | Trigger a series of onboarding emails as new clients move through stages in your Softr CRM. |
| Inbox triage and labeling | Automatically label incoming emails by customer, project, or priority so your team always knows what to handle next. |
| Follow-up drafts for review | Prepare draft replies for sales reps to review and send, combining automation with a personal touch. |
How to Connect Softr with Gmail
- Open your Softr app and go to Integrations → Gmail.
- Click Connect Gmail and sign in with your Google account to authorize Softr.
- Add a Gmail action to a workflow and pick the action you want — send, reply, draft, label, archive, or delete.
- Map fields from your Softr forms, records, or previous workflow steps into the email’s recipient, subject, body, and labels.
- Choose triggers — form submissions, user sign-ups, record updates, or scheduled runs — to decide when the workflow runs.
- Save and activate your workflow.