Information you receive by email in Gmail can be used to automatically run and populate workflow runs in Process Street. This means that you don’t have to manually sort through your emails and run your workflows to process them – they can be automatically detected and arranged into tasks to process from your Process Street Inbox.
Plan: This integration is available to customers on all plans.
Users: In order to create an API key for integrations, you must be an Administrator.
- A company manages its user feedback process with Process Street
- The company wants to automatically run a user feedback workflow when receiving feedback through Gmail create an event in Google Calendar to log the time of the initial meeting with the client
- We will add form fields to a Process Street workflow
- We will set up our “User Feedback” label in Gmail
- We will make a Zap in Zapier that runs your workflow in Process Street when you label an email you receive as “User Feedback”
- We will configure the Zap to pull information from the email into the form fields in your workflow run to save the hassle of data entry
Let’s get this set up!
Add form fields to your workflow
First, we need to add form fields into our user feedback processing workflow in Process Street. These can be used to record data when filling out the workflow run, which we will later use to store information from the email you receive in Gmail as a new event.
You can add form fields when editing one of your workflows.
In this case, we’ve set up form fields to capture the following information:
- Feedback source
- Feedback date
- User email address
- Original message
While there are other form fields that have been added to the workflow, these are for later action and aren’t needed to get your Gmail integration up and running.
Add form fields to your own workflow to make space for any information you think will be relevant when processing your user feedback email (such as the elements above). Alternatively, you can always grab our free workflow template below and edit it to your needs to accomplish the same thing.
After that, it’s time to make sure that your label is set up in Gmail to signal to Zapier that it needs pushing into your workflow run.
Set up your “User Feedback” label in Gmail
Next, you need to set up your label in Gmail so that you can easily label the messages your receive appropriately. This will also let Zapier know what emails should be pushed into a new workflow run and which should not.
There’s not much to this step, other than that you’ll need to have an account set up and the label created.
Just log into your Gmail account (or create a free account if you don’t have one) and click “Create new label”…
… then pick the name for your new label e.g “User Feedback” and click “Create”.
Make a Zap to run your workflow when you label an email in Gmail
Zapier is a tool that connects over 2,000 different apps. Any action in the supported apps (like forwarding an email or adding an attachment to a task) can be set up to trigger another app’s features automatically. Zapier integrates with both Gmail and Process Street. The whole recipe (Trigger + Action) is called a Zap.
In your new Zap, select Gmail as the app and choose “New Labeled Email” as the trigger.
Click “Continue” connect your Gmail account, and click “Continue” again to move onto the “Set up trigger” step.
From the dropdown menu, select the label that we set up earlier, then click “Continue“.
Before you go on to test your trigger in Zapier, make sure you’ve recently labeled an email as “User Feedback” – you can always send yourself an email to test this out. Otherwise, Zapier won’t have any sample data to pull in and validate.
Congratulations! You’ve just set up Gmail as your Trigger for the Zap. Next it’s time to set up Process Street as your Action step.
Configure the Zap to create and populate your workflow runs in Process Street
Choose Process Street as your app and “Run Workflow” as the action. This tells Zapier to run your workflow in Process Street when it detects that you’ve labeled an email as in the previous section of this article.
Connect your Process Street account and then move on to choosing and setting up the workflow you will run.
Here you need to select the workflow that you will run using the dropdown.
Once that’s done, all that you have left to do is to map data to the form fields in your workflow run with information from your email in Gmail.
Do this by clicking the field you’d like to map data into, and then use either the dropdown or search bar to find the information you want to push through.
In this example, I linked:
- The “Workflow Run Name” and “User Email Address” to be the email address of the person who sent the email
- The “Feedback Source” as Gmail
- The “Feedback Date” to be the date the email was sent
- The “Original Message” field to contain the body text of the email
Continue through to the test phase and make sure your test is a success.
Next, head over to your Process Street reports ensuring that your workflow run has been created and populated correctly.
Once that’s done, name and turn on your Zap, then test it out again by sending yourself a test email and assigning the label that we set up earlier to it. Make sure that your workflow run is created correctly with all of the relevant information in the right place.
And there you have it! Here’s to saving time and energy that’s better spent on your more important tasks.