Gmail + Schedule by Zapier + TargetBoard + Filter by Zapier

Send Gmail emails with TargetBoard KPI progress every month

This Zap runs monthly by default, though you can choose to receive it weekly, daily, or hourly. It's configured to retrieve the progress data for a selected Key Performance Indicator (KPI) in TargetBoard. It then assesses whether this progress aligns with your planned objectives and, based on this evaluation, sends out a Gmail alert with the relevant information.

When this happens...
Every Month
Triggers every month, on the day(s) selected.
TriggerInstant
automatically do this...
Get KPI Data
Get a digest summary for an individual KPI.
ActionWrite
then do this...
Only continue if...
Set up rules to specify when this Zap can continue running.
ActionFilter
then do this!
Send Email
Triggers when a new email appears in the specified mailbox.
ActionWrite

Start free with email

Start free with Google

Start free with email

Start free with Google

Free forever for core features
14 day trial for premium features & apps

Supported triggers and actions

- Frequency TypeRequired
- Interval
- Start DateRequired
- Time of DayRequired
- Timezone Override (Optional)
Trigger
Instant
Try It
- Time Offset
- Trigger on weekends?
Trigger
Instant
Try It
- Day of the WeekRequired
- Time of DayRequired
Trigger
Instant
Try It
- The KPI IDRequired
- Start Date
- End Date
Action
Write
- Board IDRequired
- Board NameRequired
- Start date
- End date
- Message
- Filters
- Recipient Emails
Action
Write

- KPI IDRequired
- Dimension IDRequired
- Start DateRequired
- End DateRequired
Action
Search
- KPI IDRequired
- Dimension IDRequired
Action
Search

- Search TermRequired
Action
Search
- Label or mailbox
- Search keywords
Trigger
Polling
Try It
- Label or mailboxRequired
Trigger
Polling
Try It
- Label or mailbox
Trigger
Polling
Try It
New Starred Email
Triggers when you receive a new email and star it within two days.
Trigger
Polling
Try It
- LabelRequired
- MessageRequired
Action
Write
- Email message to be DeletedRequired
Action
Write
- Trigger Instructions
- ThreadRequired
- To
- Cc
- Bcc
- From
- From Name
- Body type
- BodyRequired
- Add signature default
- Label or mailbox
- Attachments
Action
Write
- To
- Send message to Google Contacts Group/Label
- Cc
- Bcc
- From
- From Name
- Reply To
- SubjectRequired
- Body type
- BodyRequired
- Add signature default
- Label or mailbox
- Attachments
Action
Write
- ThreadRequired
- Label(s) to removeRequired
Action
Write
- Message IDRequired
- Attachment FilenameRequired
- Attachment Size
Action
Search
- Search StringRequired
- To
- Send message to Google Contacts Group/Label
- Cc
- Bcc
- From
- From Name
- Reply To
- SubjectRequired
- Body type
- BodyRequired
- Add signature default
- Label or mailbox
- Attachments
Action
Search or write

- Time of DayRequired
- Trigger on weekends?
Trigger
Instant
Try It
- Day of the MonthRequired
- Time of DayRequired
Trigger
Instant
Try It
Get Catalog
Returns the KPIs in the account's KPI catalog.
Action
Write
- The KPI IDRequired
- Dimension IDRequired
- Requested ColumnsRequired
- Start Date
- End Date
Action
Write
- The KPI IDRequired
- Start date
- End Date
- Recipient EmailsRequired
- Message
Action
Write
- KPI IDRequired
Action
Search
- KPI IDRequired
Action
Search
- Only continue if...Required
Action
Filter
New Label
Triggers when you add a new label.
Trigger
Polling
Try It
- Label or mailboxRequired
Trigger
Polling
Try It
- Search keywordsRequired
Trigger
Polling
Try It
- Label/Mailbox
Trigger
Polling
Try It
- MessageRequired
Action
Write
- Recipient Instructions
- To
- Cc
- Bcc
- SubjectRequired
- From
- From Name
- Body type
- BodyRequired
- Add signature default
- Label or mailbox
- Attachments
Action
Write
- Name of labelRequired
Action
Write
- MessageRequired
- Label(s) to removeRequired
Action
Write
- Trigger Instructions
- ThreadRequired
- To
- Cc
- Bcc
- From
- From Name
- Reply To
- Subject
- Body type
- BodyRequired
- Add signature default
- Label or mailbox
- Attachments
Action
Write
- Search StringRequired
Action
Search

About Gmail

One of the most popular email services, Gmail keeps track of all your emails with threaded conversations, tags, and Google-powered search to find any message you need.

Learn more

Related categories

Similar apps

About Schedule by Zapier

Schedule is a native Zapier app you can use for recurring tasks. Trigger an action every day of the month, every day of the week or every single day. You can also select the hour of the day. If you're a developer, this is similar to a crontab, cronjob or cron.

Related categories

About TargetBoard

TargetBoard is an AI-Powered KPI Operating System. We make it easy for teams to improve their KPIs.

Related categories

Analytics

About Filter by Zapier

Only allow a Zap to proceed when a certain condition is met. For example, if you're sending a text message when you receive a new email, you could use a Filter that only sends a text message when the email received is from a certain address.

Learn more

Gmail + Schedule by Zapier + TargetBoard + Filter by Zapier

Send Gmail emails with TargetBoard KPI progress every month

Custom Frequency

Every Hour

Every Week

Get KPI Data

Send Board Email

Get Kpi Dimension Data

Get KPI Dimension Values

Search Catalog

New Attachment

New Labeled Conversation

New Email

New Starred Email

Add Label to Email

Delete Email

Create Draft Reply

Send Email

Remove Label From Conversation

Get Attachment by Filename

Find or Send Email

Every Day

Every Month

Get Catalog

Get KPI Inspect Data

Send KPI Email

Get KPI Dimensions

Get KPI Insights

Only continue if...

New Label

New Labeled Email

New Email Matching Search

New Conversation

Archive Email

Create Draft

Create Label

Remove Label From Email

Reply to Email

Find Email

About Gmail

Related categories

Similar apps

IMAP by Zapier

SMTP by Zapier

Microsoft Office 365

About Schedule by Zapier

Related categories

About TargetBoard

Related categories

About Filter by Zapier

Related categories