Draft reminders for signature follow-ups that need attention
Turn your pending signature review into polite reminder drafts, ready for a quick check and send.
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 are easy to delay when pending signatures are tracked separately from email, increasing the chance of a dropped handoff.
- Turns a pending-case review into draft follow-ups.
- Keeps reminders under your control before they are sent.
- Reduces the effort of restarting a stalled signature conversation.
Setup
Build it in a few focused steps.
- 1Connect ActiveMerge and Gmail once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name.
- 3Tell Notis which pending signature cases and recipient details to use, and ask it to prepare polite Gmail reminder drafts for those cases.
- 4Pick a recurring schedule, then choose where run reports should go.
- 5Test with one real pending case and review its draft before sending.
Questions about this workflow
Does ActiveMerge provide pending signature status to this workflow?
No ActiveMerge trigger events or data source are listed here. Supply the pending case details to Notis through the request or another available source.
Will reminders be sent automatically?
No. The action creates drafts for your review.
Can a single run create drafts for several cases?
The action creates a draft. Ask Notis to process the cases you provide, and review the resulting drafts and recipients.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link ActiveMerge to Gmail. A trigger fires from one place; an action lands in another.
ActiveMerge 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.
ActiveMerge and Gmail, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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