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Quickly connect ContractSafe to Gmail with a Zapier template.

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Create Contracts in ContractSafe from Gmail attachments [Business Gmail Accounts Only]
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Gmail + ContractSafe

Create Contracts in ContractSafe from Gmail attachments [Business Gmail Accounts Only]

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Gmail + ContractSafe

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1. Choose trigger event

2. Choose action

1. Select the event

Setup

Test

App

Trigger event

Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "Contact Updated" from ContractSafe.

Add your action

An action happens after the trigger—such as "Add Label to Email" in Gmail.

You’re connected!

Zapier seamlessly connects ContractSafe and Gmail, automating your workflow.

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

Contact Updated
Triggers when a contact is updated in a contract
Trigger
Instant
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Get All Contracts
Retreive a list of all Contracts
Trigger
Polling
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- Contract File
  Required
- Folder
- Is Contract Active
- Fully Executed
- My Company
- Counterparties
- Tags
- Effective Date
- Termination Date
- Contract Value
- Currency
- Account
- Approved By
Action
Write
New Label
Triggers when you add a new label.
Trigger
Polling
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- Label or mailbox
Trigger
Polling
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- Search keywords
Trigger
Polling
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- Label or mailbox
Trigger
Polling
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- Message
  Required
Action
Write
- Recipient_instructions
- To
- Cc
- Bcc
- Subject
  Required
- From
- From_name
- Body Type
- Body
  Required
- Add signature default
- Label or mailbox
- Contract File
  Required
Action
Write
- Name of label
  Required
Action
Write
- Message
  Required
- Label or mailbox
Action
Write
- Trigger_instructions
- Thread
  Required
- To
- Cc
- Bcc
- From
- From_name
- Reply_to
- Subject
  Required
- Body Type
- Body
  Required
- Add signature default
- Label or mailbox
- Contract File
  Required
Action
Write
- Search keywords
- To
- Send message to Google Contacts Group/Label
- Cc
- Bcc
- From
- From_name
- Reply_to
- Subject
  Required
- Body Type
- Body
  Required
- Add signature default
- Label or mailbox
- Contract File
  Required
Action
Search or write

- Contract ID
  Required
Trigger
Polling
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Contract Termination Date Reminder Updated
Triggers when a termination date reminder is updated
Trigger
Instant
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- Label or mailbox
- Search keywords
Trigger
Polling
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- Label or mailbox
  Required
Trigger
Polling
Try It
- Label or mailbox
Trigger
Polling
Try It
New Starred Email
Triggers when you receive a new email and star it within two days.
Trigger
Polling
Try It
- Label
  Required
- Message
  Required
Action
Write
- Message
  Required
Action
Write
- Trigger_instructions
- Thread
  Required
- To
- Cc
- Bcc
- From
- From_name
- Body Type
- Body
  Required
- Add signature default
- Label or mailbox
- Contract File
  Required
Action
Write
- To
- Send message to Google Contacts Group/Label
- Cc
- Bcc
- From
- From_name
- Reply_to
- Subject
  Required
- Body Type
- Body
  Required
- Add signature default
- Label or mailbox
- Contract File
  Required
Action
Write
- Thread
  Required
- Label or mailbox
Action
Write
- Search keywords
Action
Search

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Customers who say using Zapier has made them better at their job

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Customers have created over 25 million Zaps on the platform

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The average user takes less than 6 minutes to set up a Zap

Connect ContractSafe and Gmail to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.

Learn how to automate Gmail on the Zapier blog

Make work flow with AI

Level up your ContractSafe to Gmail integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

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About ContractSafe

ContractSafe easily organizes and manages your contracts

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Related categories

Documents

About Gmail

One of the most popular email services, Gmail keeps track of all your emails with threaded conversations, tags, and Google-powered search to find any message you need.

Learn moreLearn moreHelpHelp

Related categories

Email Google

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Connect ContractSafe and Gmail to unlock the power of automation

Set up your first integration

Create Contracts in ContractSafe from Gmail attachments [Business Gmail Accounts Only]

Create Contracts in ContractSafe from Gmail attachments [Business Gmail Accounts Only]

Top companies trust Zapier to automate work that solves their unique business problems—no coding required.

How Zapier works

Choose a trigger

Add your action

You’re connected!

Supported triggers and actions

Zapier is the automation platform of choice for 87% of Forbes Cloud 100 companies in 2023

Connect ContractSafe and Gmail to integrate crucial parts of your business

Automate your lead management and improve conversions

Create more impactful campaigns with automation

Provide world-class support with a little help from automation

Automate your way to actionable, up-to-date data

Resolve incidents faster with automation

Learn how to automate Gmail on the Zapier blog

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Make work flow with AI

Connect ContractSafe to Gmail on the world's largest no-code automation platform