Prepare Gmail follow-ups for leads that need attention
A scheduled review can surface leads due for a nudge and prepare the message while the conversation is still fresh.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create email draft
Creates a gmail email draft, supporting to/cc/bcc, subject, plain/html body (ensure `is html=true` for html), attachments, and threading.
Why this helps
Follow-ups slip when there is no dependable moment to revisit open leads and write the next email.
- Creates a regular moment to review open lead follow-ups.
- Prepares drafts without sending them automatically.
- Uses the timing criteria you define.
Setup
Build it in a few focused steps.
- 1Connect AccuLynx and Gmail once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name.
- 3Tell Notis to review available AccuLynx leads on a schedule, apply your stated follow-up timing, and draft a contextual Gmail nudge.
- 4Pick the notis_cron trigger and choose where run reports should go.
- 5Test with one real lead that meets your timing criteria and review the draft.
Questions about this workflow
Can Notis know which leads are stale without criteria?
No. State the timing or status criteria in your instruction, and use information available from AccuLynx to evaluate them.
Does the scheduled run send the follow-up?
No. It creates a Gmail draft so you can check the message first.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Acculynx to Gmail. A trigger fires from one place; an action lands in another.
Acculynx triggers
Gmail actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Modify email labels
Adds and/or removes specified gmail labels for a message; ensure `message id` and all `label ids` are valid (use 'listlabels' for custom label ids).
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create email draft
Creates a gmail email draft, supporting to/cc/bcc, subject, plain/html body (ensure `is html=true` for html), attachments, and threading.
Create label
Creates a new label with a unique name in the specified user's gmail account.
Delete Draft
Permanently deletes a specific gmail draft using its id; ensure the draft exists and the user has necessary permissions for the given `user id`.
Delete message
Permanently deletes a specific email message by its id from a gmail mailbox; for `user id`, use 'me' for the authenticated user or an email address to which the authenticated user has delegated access.
Fetch emails
Fetches a list of email messages from a gmail account, supporting filtering, pagination, and optional full content retrieval.
Fetch message by message ID
Fetches a specific email message by its id, provided the `message id` exists and is accessible to the authenticated `user id`.
Fetch Message by Thread ID
Retrieves messages from a gmail thread using its `thread id`, where the thread must be accessible by the specified `user id`.
Connect any two apps with Notis in the middle.
Acculynx and Gmail, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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