Send a Gmail message when you press the Button widget
About this Applet
Send an email to stakeholders when a Copper opportunity's expected close date is approaching. The Applet runs the set number of days before an open opportunity's expected close date in Copper and sends a Gmail message with the opportunity details. Useful for sales reps and account managers who need timely reminders to follow up before deals close using Copper and Gmail. Note: Customize the message to fit your tone.
If
Trigger ingredients
OpportunityId
OpportunityName
MonetaryValue
CloseDate
Status
CompanyName
DaysBeforeCloseDate
Then
Action fields
to
cc
bcc
subject
body
attachment_url
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Create your own Gmail and Copper workflow
Create custom workflows effortlessly by selecting triggers, queries, and actions. With IFTTT, it's simple: “If this” trigger happens, “then that” action follows. Streamline tasks and save time with automated workflows that work for you.
33 triggers, queries, and actions
New attachment
Realtime trigger
Realtime Applets run after the trigger service notifies IFTTT of a new trigger event. Since IFTTT is notified proactively of new trigger events, realtime Applets normally run within a few seconds of a trigger event occurring.
This trigger fires every time a new email with an attachment arrives in your inbox.
New conversation
Realtime trigger
Realtime Applets run after the trigger service notifies IFTTT of a new trigger event. Since IFTTT is notified proactively of new trigger events, realtime Applets normally run within a few seconds of a trigger event occurring.
This trigger fires when a conversation starts in your Gmail inbox: a message gets its first reply and a back-and-forth begins. It fires once per conversation, not on every reply.
New email
Realtime trigger
Realtime Applets run after the trigger service notifies IFTTT of a new trigger event. Since IFTTT is notified proactively of new trigger events, realtime Applets normally run within a few seconds of a trigger event occurring.
This trigger fires every time a new email arrives in your Gmail inbox.
New email matching search
Realtime trigger
Realtime Applets run after the trigger service notifies IFTTT of a new trigger event. Since IFTTT is notified proactively of new trigger events, realtime Applets normally run within a few seconds of a trigger event occurring.
This trigger fires every time an email newly matches your Gmail search, whether it just arrived or just changed to match.
New label
Polling trigger
Polling Applets run after IFTTT reaches out to the trigger service and finds a new trigger event. These trigger checks occur every 5 minutes for Pro and Pro+ users, and every hour for Free users.
This trigger fires once every time a new label is created in your Gmail account. New labels are typically detected within an hour.
New lead created
Polling trigger
Polling Applets run after IFTTT reaches out to the trigger service and finds a new trigger event. These trigger checks occur every 5 minutes for Pro and Pro+ users, and every hour for Free users.
This trigger fires when a new lead is created in your Copper account.
New opportunity created
Polling trigger
Polling Applets run after IFTTT reaches out to the trigger service and finds a new trigger event. These trigger checks occur every 5 minutes for Pro and Pro+ users, and every hour for Free users.
This trigger fires when a new opportunity (deal) is created in your Copper account.
New person created
Polling trigger
Polling Applets run after IFTTT reaches out to the trigger service and finds a new trigger event. These trigger checks occur every 5 minutes for Pro and Pro+ users, and every hour for Free users.
This trigger fires when a new person (contact) is created in your Copper account.
New sent email
Realtime trigger
Realtime Applets run after the trigger service notifies IFTTT of a new trigger event. Since IFTTT is notified proactively of new trigger events, realtime Applets normally run within a few seconds of a trigger event occurring.
This trigger fires every time you send an email from your Gmail account, typically within a few minutes of the send. This includes emails your Applets send.
New starred email
Realtime trigger
Realtime Applets run after the trigger service notifies IFTTT of a new trigger event. Since IFTTT is notified proactively of new trigger events, realtime Applets normally run within a few seconds of a trigger event occurring.
This trigger fires the first time you star an email in your Gmail account. It checks your most recently received starred emails, so starring a much older email might not fire it.
Opportunity close date approaching
Polling trigger
Polling Applets run after IFTTT reaches out to the trigger service and finds a new trigger event. These trigger checks occur every 5 minutes for Pro and Pro+ users, and every hour for Free users.
This trigger fires a set number of days before an open opportunity's expected close date, so you can follow up before the deal is due to close.
Opportunity status changed
Polling trigger
Polling Applets run after IFTTT reaches out to the trigger service and finds a new trigger event. These trigger checks occur every 5 minutes for Pro and Pro+ users, and every hour for Free users.
This trigger fires when an opportunity's status changes, for example when a deal is marked won, lost, or abandoned. Other edits to an opportunity don't fire it.
Find a company
Query
A query lets your Applet retrieve extra data that isn't included in the trigger, so that your automation can include more complete or useful information.
This query returns a company from your Copper account matched by its email domain.
Find a person
Query
A query lets your Applet retrieve extra data that isn't included in the trigger, so that your automation can include more complete or useful information.
This query returns a person (contact) from your Copper account matched by email address.
Find email
Query
A query lets your Applet retrieve extra data that isn't included in the trigger, so that your automation can include more complete or useful information.
This query returns the most recent emails matching your Gmail search, newest first.
Get attachment by filename
Query
A query lets your Applet retrieve extra data that isn't included in the trigger, so that your automation can include more complete or useful information.
This query returns an attachment from a specific Gmail message, located by its filename, as links to a temporary copy of the file that IFTTT hosts and removes automatically, along with the attachment's details.
Get conversation
Query
A query lets your Applet retrieve extra data that isn't included in the trigger, so that your automation can include more complete or useful information.
This query returns the messages in a Gmail conversation, looked up by its thread id: one result per message, oldest first, each carrying the message's full content alongside the conversation's participants and message count.
Add label to email
Action
An action is the task your Applet carries out after the trigger occurs. It defines what happens as the result of your automation and completes the workflow.
This action will add the label you choose to a specific email message in your Gmail account.
Archive email
Action
An action is the task your Applet carries out after the trigger occurs. It defines what happens as the result of your automation and completes the workflow.
This action will archive a specific email message, removing it from your inbox without deleting it. The message remains in All Mail and stays searchable.
Create a draft
Action
An action is the task your Applet carries out after the trigger occurs. It defines what happens as the result of your automation and completes the workflow.
This action will save a new email as a draft in your Gmail account without sending it. The draft waits in your Drafts folder until you open Gmail and send it yourself.
Create a draft reply
Action
An action is the task your Applet carries out after the trigger occurs. It defines what happens as the result of your automation and completes the workflow.
This action will save a draft reply to a specific email in your Gmail account, kept in the original conversation. The draft waits in your Drafts folder until you send it yourself.
Create a lead
Action
An action is the task your Applet carries out after the trigger occurs. It defines what happens as the result of your automation and completes the workflow.
This action will create a new lead in your Copper account from the details you provide.
Create a person
Action
An action is the task your Applet carries out after the trigger occurs. It defines what happens as the result of your automation and completes the workflow.
This action will create a new person (contact) in your Copper account from the details you provide.
Create a task
Action
An action is the task your Applet carries out after the trigger occurs. It defines what happens as the result of your automation and completes the workflow.
This action will create a new task in your Copper account from the details you provide.
Create an opportunity
Action
An action is the task your Applet carries out after the trigger occurs. It defines what happens as the result of your automation and completes the workflow.
This action will create a new opportunity (deal) in your Copper account from the details you provide.
Create label
Action
An action is the task your Applet carries out after the trigger occurs. It defines what happens as the result of your automation and completes the workflow.
This action will create a new label in your Gmail account.
Delete email
Action
An action is the task your Applet carries out after the trigger occurs. It defines what happens as the result of your automation and completes the workflow.
This action will move a specific email message to Trash in your Gmail account. Messages in Trash can be recovered until Gmail permanently removes them.
Forward email
Action
An action is the task your Applet carries out after the trigger occurs. It defines what happens as the result of your automation and completes the workflow.
This action will forward an email from your Gmail account, attachments included, to the recipient you specify.
Remove label from conversation
Action
An action is the task your Applet carries out after the trigger occurs. It defines what happens as the result of your automation and completes the workflow.
This action will remove a label from a Gmail conversation, removing it from every message in the conversation at the time the action runs. Messages added to the conversation later are not affected.
Add label to email
Action
An action is the task your Applet carries out after the trigger occurs. It defines what happens as the result of your automation and completes the workflow.
This action will add the label you choose to a specific email message in your Gmail account.
Archive email
Action
An action is the task your Applet carries out after the trigger occurs. It defines what happens as the result of your automation and completes the workflow.
This action will archive a specific email message, removing it from your inbox without deleting it. The message remains in All Mail and stays searchable.
Create a draft
Action
An action is the task your Applet carries out after the trigger occurs. It defines what happens as the result of your automation and completes the workflow.
This action will save a new email as a draft in your Gmail account without sending it. The draft waits in your Drafts folder until you open Gmail and send it yourself.
Create a draft reply
Action
An action is the task your Applet carries out after the trigger occurs. It defines what happens as the result of your automation and completes the workflow.
This action will save a draft reply to a specific email in your Gmail account, kept in the original conversation. The draft waits in your Drafts folder until you send it yourself.
Create a lead
Action
An action is the task your Applet carries out after the trigger occurs. It defines what happens as the result of your automation and completes the workflow.
This action will create a new lead in your Copper account from the details you provide.
Create a person
Action
An action is the task your Applet carries out after the trigger occurs. It defines what happens as the result of your automation and completes the workflow.
This action will create a new person (contact) in your Copper account from the details you provide.
Create a task
Action
An action is the task your Applet carries out after the trigger occurs. It defines what happens as the result of your automation and completes the workflow.
This action will create a new task in your Copper account from the details you provide.
Create an opportunity
Action
An action is the task your Applet carries out after the trigger occurs. It defines what happens as the result of your automation and completes the workflow.
This action will create a new opportunity (deal) in your Copper account from the details you provide.
Create label
Action
An action is the task your Applet carries out after the trigger occurs. It defines what happens as the result of your automation and completes the workflow.
This action will create a new label in your Gmail account.
Delete email
Action
An action is the task your Applet carries out after the trigger occurs. It defines what happens as the result of your automation and completes the workflow.
This action will move a specific email message to Trash in your Gmail account. Messages in Trash can be recovered until Gmail permanently removes them.
Find a company
Query
A query lets your Applet retrieve extra data that isn't included in the trigger, so that your automation can include more complete or useful information.
This query returns a company from your Copper account matched by its email domain.
Find a person
Query
A query lets your Applet retrieve extra data that isn't included in the trigger, so that your automation can include more complete or useful information.
This query returns a person (contact) from your Copper account matched by email address.
Build an automation in seconds!
If
Select a trigger the automation will use
New attachment
New conversation
New email
New email matching search
New label
New lead created
New opportunity created
New person created
New sent email
New starred email
Opportunity close date approaching
Opportunity status changed
Then
Select an action the automation will perform
Add label to email
Archive email
Create a draft
Create a draft reply
Create a lead
Create a person
Create a task
Create an opportunity
Create label
Delete email
Forward email
Remove label from conversation
Remove label from email
Reply to email
Send an email
Send yourself an email
You can add delays, queries, and more actions in the chat.
More on Gmail and Copper
About Gmail
Gmail and IFTTT connect your inbox to 1000+ other apps and devices to automate routine email management tasks. Keep your inbox organized, ensure timely follow-up with custom reminders, keep teams informed for urgent messages, or even change your lights if a specific email comes in. Spend less time managing your email with easy-to-use automations.
The use of information received from Google Workspace scopes will adhere to the Google User Data Policy, including the Limited Use requirements.
About Copper
Copper is a customer relationship management platform built for service businesses that run on relationships. It brings contacts, sales pipelines, project delivery, email, tasks, and reporting into one place so teams stop switching between tools, and it works natively inside Google Workspace, living alongside Gmail, Calendar, and Drive. Visit copper.com.