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How to automatically update or create a record in Attio every time an email is sent in Gmail

How to automatically update or create a record in Attio every time an email is sent in Gmail

Relay.app is an automation tool that lets you automate actions across Gmail, Attio, and many other apps. In this guide, we'll show you how to automatically run the “create or update record” action in Attio for each email sent in Gmail using Relay.app.
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Gmail logoGmail > Attio
Trigger
Last triggered
Gmail logoEmail sent
Attio logoCreate or update record
1

Set the Gmail trigger as “Email sent”

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 an email is sent. Click "Add trigger" in your playbook and choose "Email sent" from the dropdown menu under Gmail.

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

2

Add the “Update or create record” step in Attio

Integrate the Attio automation into your playbook to ensure prompt updating or creating of records in Attio every time an email is sent in Gmail.

Click the "Add step" button, then locate the “Update or create record” automation for Attio and input the mandatory and relevant details.

If your Attio 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 Attio account.

3

Activate your playbook

Activating your playbook is the last step in the process. Once you turn it on, it will automatically update or create a record in Attio every time an email is sent 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.

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