![]() ![]() If you have any questions, please reach out to our team right here. To learn more about sending an email to a board or item, check out this article. Any member or guest in your account as well as trusted colleagues outside of your account can send emails to boards or items. The Email to Board feature lets you forward emails from your Inbox straight to your boards in the form of new items or updates! Unlike the integrations and the app mentioned in this article, there is no limitation on the email host (Gmail or Outlook) for this feature. If you sometimes lose track of email correspondences that relate to the items on your board, this might be the solution for you. Then you can use the app to send emails to whoever you'd like! To get started, you will be asked to connect your Gmail or your Outlook account. Keeping your communication centralized means that your team will spend less time tracking down the details for every interaction. All in one visually optimized timeline using the interface. With this app, you can send and receive emails, create your own email templates, capture meeting notes, events, and more. The Emails & Activities app allows your team to manage hundreds of client or customer relationships from within. Tip: To learn more about the Outlook Integration, check out this article. ![]() There are several recipes to choose from: If you're an avid user of Gmail and you'd like to send emails based on board actions, this is the email method for you! This integration also works well if you would like to collect emails received to your email address on your board either as items or as updates to a single item.Ĭhoose from the existing recipes to build a workflow that works for you. Read on to learn more about your options and which one is right for you! □ While all emails are still sent out from your email client's server, these are great options for incorporating email into your workflow with ! Integrations allow you to use some of your favorite email hosts, while apps allow you a more hands-on experience within. There are multiple ways to send and receive emails with . To set up a recurring email, all you have to do is write a message like normal, click ‘Schedule Recurring Message’ from the bottom of the Send Later menu. ![]()
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