Gmail channel

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Go to the Channel Catalog to learn more about what plans have access to this channel. Sign into Quickbase, and then go to Pipelines > Channels.

Before you start using this channel, you need to update your Google Workspace account to allow the connection to the Quickbase connector. Learn more in the help article

Gmail is an email service provided by Google.

How to connect

  1. On the My pipelines page, select Create Pipeline.

  2. Search for or select a step, and then select it to add it to the pipeline.
    When you add a step to a pipeline, it is added to the canvas of the pipeline designer.

  3.  Expand the Connection section of the step, and add the required information.

Connect to Gmail

  1. Expand Gmail and click Connect to Gmail.

  2. Review the permissions that Pipelines will receive once connected. Your permissions are based on your existing Google account. You can select specific permissions or allow all the options. Gmail permissions are required. When finished click Connect to Gmail.
     Screenshot 2023-05-02 at 19.29.46.png

  3. You may need to sign in with your Google credentials. This is required to set up the connection between Gmail and Pipelines.

  4. Agree to allow Pipelines access to your Google account by clicking Allow.
    Note: Depending on the permissions granted, integration and functionality will be affected.

How to reconnect

You may need to reconnect your account to a channel. Reasons may be (but not limited to):

  • If you need to connect a different account.

  • Authorization updates, such as a changed password.

  • Editing the access rights that Pipelines has to the channel.

To reconnect:

  1. Select a pipeline that already has this channel in it.

  2. Open a step that contains this channel.

  3. Under account, select Connect (or reconnect) and follow the process above, How to connect.
     

Steps

The steps you can use with Gmail fall under three categories: Messages, Attachments, and Labels

gmail.anim.gif

Note: You cannot use jinja expressions in trigger conditions unless explicitly specified as possible.

The file limit for a message with an attachment is 25MB.

Type

Name

Description

Needed permissions

Messages

 

Trigger

Message Received

Triggers when a new message arrives.

Read or Modify

Trigger

Specific Label Added

Triggers when a specific label is added.

Read or Modify

Trigger

Specific Label Removed

Triggers when a specific label is removed.

Read or Modify

Trigger

Any Label Added

Triggers when any label is added.

Read or Modify

Trigger

Starred

Triggered when a message is starred.

Read or Modify

Trigger

Unstarred

Triggered when a message is unstarred.

Read or Modify

Trigger

Remove from Trash

Triggered when a message is removed from the Trash.

Read or Modify

Trigger

Put in Trash

Triggered when a message is put in the Trash.

Read or Modify

Trigger

Read

Triggered when a message is read or marked as read.

Read or Modify

Action

Send an Email

Sends an email, including optional attachment. 

Modify or Compose

Action

Compose a Draft

Creates a draft of an email.

Modify or Compose

Action

Reply

Replies to a message.

Modify or Compose

Action

Reply to All

Sends a reply to all recipients in the specified message in the thread 

Modify or Compose

Action

Star

Stars a message.

Modify

Action

Unstar

Unstars a message.

Modify

Action

Mark as Read

Marks a message as read.

Modify

Action

Mark as Unread

Marks a message as unread.

Modify

Action

Add Label

Adds a label to a message.

Modify

Action

Remove Label

Removes a label from a message.

Modify

Action

Archive

Archives a message.

Modify

Action

Unarchive

Unarchives a message

Modify

Action

Move

Moves a message.

Modify

Action

Report

Reports a message as spam.

Modify

Action

Trash

Moves a message to Trash.

Modify

Action

Remove from Trash

Removes a message from the Trash.

Modify

Query

Search Messages

Finds all the matches to your search term and returns a list.

Read or Modify

Action

Fetch a Linked Message

Fetches a linked message.

Read or Modify

Action

Look Up Message

Searches for a message based on your query parameters, such as message ID.

Read or Modify

Attachments

 

 

 

Query

Search Attachments

Searches for an attachment based on your query parameters, such as message ID.

Read or Modify

Labels

 

 

 

Action

Create a Label

Creates a new label.

Modify

Restricted Permissions

Based on Google's updated security policies, Gmail Connector can only be used by paid G Suite accounts. To use it, request your Google Workspace admin to add the Quickbase Pipelines Gmail Connector app to an allowlist before connecting your Gmail account to Pipelines. For more information on how to add the Quickbase Pipelines Gmail Connector app to an allowlist, check out this page.