Guide

How to create an email draft in Gmail from new Paperform submissions

Learn how to set up a Relay.app playbook to automatically create draft emails in Gmail for every new submission received in Paperform. By configuring this playbook, you ensure that whenever a new submission is received in Paperform, a draft email is automatically generated in your Gmail account, ready for review and customization.
Paperform logoPaperform > Gmail
Trigger
Last triggered
Paperform logoSubmission received
Gmail logoCreate draft
1

Add the Paperform "Submission received" trigger

Every playbook starts with a trigger. The trigger detects changes in your connected apps and runs your playbook in response.

Click "Add trigger" and select "Submission received" under Paperform. Then, select the Form. This trigger will automatically detect all the new submissions received in Paperform to create an email draft in Gmail.

If this is your first time using a Paperform integration in Relay, you'll be prompted to connect your Paperform account.

2

Add the Gmail "Create draft" automation

Integrate the Gmail automation into your playbook to ensure the prompt creation of a draft email in Gmail for every submission received in Paperform. Add a new step and select "Create draft" from the list of Gmail automations.

Connect Gmail to Relay.app if you haven't already, then fill out the mandatory and relevant details. You can reference fields from Paperform to automatically pass along the right data.

3

Turn on the playbook

Activating your playbook is the final step to automate creating an email draft in Gmail for every new submission received in Paperform. Once turned on, it will respond to every submission received in Paperform by creating an email draft in Gmail without manual intervention.

To enable your playbook, click the toggle button located in the header. It is advisable to perform a test run of your playbook beforehand to ensure all steps work seamlessly together and reminders are sent correctly.

Get started with Relay.app

Sign up now and get started with your playbook today