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Gmail and Snapdocs integration

Save yourself the work of writing custom integrations for Gmail and Snapdocs and use n8n instead. Build adaptable and scalable Communication, HITL, workflows that work with your technology stack. All within a building experience you will love.

How to connect Gmail and Snapdocs

Create a new workflow and add the first step

In n8n, click the "Add workflow" button in the Workflows tab to create a new workflow. Add the starting point – a trigger on when your workflow should run: an app event, a schedule, a webhook call, another workflow, an AI chat, or a manual trigger. Sometimes, the HTTP Request node might already serve as your starting point.

Gmail and Snapdocs integration: Create a new workflow and add the first step

Realtime Notion Todoist 2-way sync with Redis

Purpose This solution enables you to manage all your Notion and Todoist tasks from different workspaces as well as your calendar events in a single place. All tasks can be managed in Todoist and additionally Fantastical can be used to manage scheduled tasks & events all together. Demo & Explanation demo video How it works The realtime sync consists of two workflows, both triggered by a registered webhook from either Notion or Todoist To avoid overwrites by lately arriving webhook calls, every time the current task is retrieved from both sides. Redis is used to prevent from endless loops, since an update in one system triggers another webhook call again. Using the ID of the task, the trigger is being locked down for 15 seconds. Depending on the detected changes, the other side is updated accordingly. Generally Notion is treaded as the main source. Using an "Obsolete" Status, it is guaranteed, that tasks never get deleted entirely by accident. The Todoist ID is stored in the Notion task, so they stay linked together An additional full sync workflow daily fixes inconsistencies, if any of them occurred, since webhooks cannot be trusted entirely. Since Todoist requires a more complex setup, a tiny workflow helps with activating the webhook. Another tiny workflow helps generating a global config, which is used by all workflows for mapping purposes. Mapping (Notion >> Todoist) Name: Task Name Priority: Priority (1: do first, 2: urgent, 3: important, 4: unset) Due: Date Status: Section (Done: completed, Obsolete: deleted) <page_link>: Description (read-only) Todoist ID: <task_id> Current limitations Changes on the same task cannot be made simultaneously in both systems within a 15-20 second time frame Subtasks are not linked automatically to their parent yet Recurring tasks are not supported yet Tasks names do not support URL’s yet Compatibility n8n v2.5.0 and above Updates This templated has been updated to work with the new "combined" Todoist API (v1). The general flow works exactly the same as before. Only the setup of the Todoist Webhook might look a tiny bit different then shown in the setup video, so please also have a look at the yellow sticky notes. Prerequisites Notion A database must already exist (get a basic template here) with the following properties (case matters!): Text: "Name" Status: "Status", containing at least the options "Backlog", "In progress", "Done", "Obsolete" Select: "Priority", containing the options "do first", "urgent", "important" Date: "Due" Checkbox: "Focus" Text: "Todoist ID" Todoist A project must already exist with the same sections like defined as Status in Notion (except Done and Obsolete) Redis Create a Free Redis Cloud instance or self-host Setup setup video The setup involves quite a lot of steps, yet many of them can be automated for business internal purposes. Just follow the video or do the following steps: Setup credentials for Notion (access token), Todoist (access token) and Redis - you can also create empty credentials and populate these later during further setup Clone this workflow by clicking the "Use workflow" button and then choosing your n8n instance - otherwise you need to map the credentials of many nodes. Follow the instructions described within the bundle of sticky notes on the top left of the workflow How to use You can apply changes (create, update, delete) to tasks both in Notion and Todoist which then get synced over within a couple of seconds (this is handled by the differential realtime sync) The daily running full sync, resolves possible discrepancies in Todoist and sends a summary via email, if anything needed to be updated. In case that contains an unintended change, you can jump to the Task from the email directly to fix it manually.

Build your own Gmail and Snapdocs integration

Create custom Gmail and Snapdocs workflows by choosing triggers and actions. Nodes come with global operations and settings, as well as app-specific parameters that can be configured. You can also use the HTTP Request node to query data from any app or service with a REST API.

Gmail supported actions

Supported methods for Snapdocs

Delete
Get
Head
Options
Patch
Post
Put

To set up Snapdocs integration, add the HTTP Request node to your workflow canvas and authenticate it using a generic authentication method. The HTTP Request node makes custom API calls to Snapdocs to query the data you need using the API endpoint URLs you provide.

See the example here

Requires additional credentials set up

Use n8n's HTTP Request node with a predefined or generic credential type to make custom API calls.

Gmail and Snapdocs integration details

Gmail

Gmail

Gmail is a free of charge email service offered as part of Google Workspace. It is used by individuals and organizations to send and receive emails and communicate internally and externally. It remains the world’s most widely used email service.

Snapdocs

Snapdocs

Snapdocs is a digital platform designed to streamline the mortgage closing process. It connects lenders, title companies, and signing agents in a centralized system, allowing for efficient document management, communication, and collaboration, ultimately making the closing process faster and more convenient.

Other integrations with Gmail and Snapdocs

FAQ about Gmail integrations

Need help setting up your Gmail and Snapdocs integration?

Discover our latest community's recommendations and join the discussions about Gmail and Snapdocs integration.

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    Each email sent has “This email was sent automatically with n8n” in the footer or after the email. How do I remove this please?

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    Sending attachment via Gmail

    Jan Koch

    Describe the problem/error/question I am trying to send an email with an attachment using the Gmail node and get an error that I don’t understand. I am able to download that file from the original email and upload it to …

    Open topic
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    Failed to send Gmail attachment

    FawenYo

    Describe the problem/error/question I’m trying to send an HTML file in the Gmail attachment, but it just raise an error. This question is similar to Sending attachment via Gmail , but I just couldn’t get it work …

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    Gmail node subject text encoding issue

    Jean-Pierre GARNIER

    Describe the problem/error/question Hi, I’m facing an encoding problem while sending email with gmail node for every char with and accent (é,à,ô,î…). I noticed that this problem doesn’t occurs when i’m directly writing …

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    Update Google Sheets After sending Email

    Anirudh Tugawe

    Hi everyone, I’m working on a workflow where I’m using Google Sheets to get input data. I have a loop set up that correctly reads the data and processes it: it takes a Word document template, app…

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Why

Why use n8n to integrate Gmail with Snapdocs

Handle branching, merging and iteration easily. Pause your workflow to wait for external events.

Re-run single steps to test changes in no time. And pin your data to avoid generating trigger events every time you execute.

Your data is displayed alongside your settings, making edge cases easy to track down.

Use 1000+ workflow templates available from our core team and our community.

Copy and paste, easily import and export workflows.

Simple enough to 
understand + sophisticated 
enough to ship