How to automatically send an envelope through Signeasy every time an email is received in Gmail

Once you have finished creating your playbook, the next step would be to begin with the first action. A playbook always starts with a trigger, which is responsible for detecting changes in your connected applications and responding accordingly.

Add the Gmail trigger to initiate your playbook's actions whenever a new email is received. Click "Add trigger" in your playbook and choose "Email received" from the dropdown menu under Gmail. This will allow your playbook to automatically identify newly received emails and trigger necessary actions.

If you still need to connect your Gmail account to Relay.app yet, a prompt will guide you through the process.

Integrate the Signeasy automation into your playbook to ensure the prompt sending of envelopes to sign using Signeasy every time a new email is received in Gmail.

Click the "Add step" button, then locate the “Find template(s)” and "Send envelope to sign" automation for Signeasy and input the mandatory and relevant details.

If your Signeasy account still needs to be connected to Relay.app, you will be prompted to complete that connection. Make sure to allow the necessary permissions for Relay.app to sync with your Signeasy account.

Activating your playbook is the last step in the process. Once you turn it on, it will automatically send an envelope to sign using Signeasy every time an email is received in Gmail without requiring manual intervention.

To activate your playbook, click the toggle button at the header. Before activating, we recommend performing a test run of your playbook to ensure all the steps work seamlessly together.