---
title: "Send templated emails with a Zapier manual trigger"
description: "Fire a Zapier manual trigger from the Actions menu of a lead to send a templated Gmail email in one click."
url: https://help.nocrm.io/en/articles/32-send-templated-emails-with-a-zapier-manual-trigger
collection: "Workflow Automation"
updated: 2026-11-05
language: en
alternates: [es, fr, it, de, pt-br]
---

# Send templated emails with a Zapier manual trigger

Fire a Zapier manual trigger from the Actions menu of a lead to send a templated Gmail email in one click.

Most people know Zapier as a platform that lets you [automate workflows](https://www.nocrm.io/no-code-academy/introduction) between your apps based on a pre-set event that triggers one or more actions. noCRM also offers a [manual trigger in Zapier](https://www.nocrm.io/blog/zapier-crm-integration/): instead of waiting for a trigger event, you fire the trigger manually, at any time, for any lead, from the lead's **Actions** menu.

For example, you can set up a follow-up email template in Zapier and send it to any lead in one click from the **Actions** menu, without going to your email provider and filling in the information.

![](https://ydncrm-www.s3.amazonaws.com/V2/Help%20Center%20V2/actionsmenu1.png)

Find out more about what you can do with the lead **Actions** menu in [this article](https://help.nocrm.io/en/articles/33-connect-nocrm-to-your-information-system.md).

> **Warning:** **Important**: The manual trigger is only available in the Expert edition.

> **Success:** **Best practice**: You can send emails with Zapier, but the best way is to use the two-way email integration available in the Dream edition.

## What do you need before you start?

You need Gmail, noCRM and Zapier accounts. If you don't have a noCRM account, [start a free trial](https://www.nocrm.io/). If you don't have a Zapier account, [sign up for a free trial](https://zapier.com/sign-up/).

## How do you set up the trigger in Zapier?

Follow these steps:

1.  Sign into your Zapier account and click **Create Zap** at the top left of the page.
    
2.  Choose **noCRM** as the trigger app.
    
3.  Choose the trigger **New Manual Trigger**.
    

![](https://ydncrm-www.s3.amazonaws.com/V2/Help%20Center%20V2/makeazap.png)![](https://ydncrm-www.s3.amazonaws.com/V2/Help%20Center%20V2/ZapierZapbook.png)

4.  Enter your account name (`https://AccountName.nocrm.io`).
    
5.  Enter your API key. To create one in noCRM, click your avatar at the top right, go to **Admin panel** > **Integrations** > **API & automations** > **API Keys**, click **Create an API Key** and name it.
    

![](https://ydncrm-www.s3.amazonaws.com/V2/Help%20Center%20V2/APIKey.png)

6.  Name your event: this name is displayed as the trigger name in the lead's **Actions** menu.
    
7.  Click **Fetch & Continue**. Make sure you have recently created a lead in noCRM.
    

![](https://ydncrm-www.s3.amazonaws.com/V2/Help%20Center%20V2/ZapierEventName.png)

## How do you set up the Gmail action?

Follow these steps:

1.  Choose **Gmail** as the action app.
    
2.  Choose the action **Send Email**.
    
3.  Connect Zapier to your Gmail account.
    
4.  Edit the template: based on the lead you tested, select the fields Gmail must use and write your customized email in the **Body** field.
    

![](https://ydncrm-www.s3.amazonaws.com/V2/Help%20Center%20V2/GmailTemplate.png)

5.  Test the step to finish setting up the action.
    

Your manual trigger is ready: you can now fire it from the **Actions** menu of any lead.

## How do you use the manual trigger to send personalized emails?

Watch this video to see the manual trigger in action: