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Keep deal email organized around active pipelines

Make it easier to sort deal correspondence by ensuring a matching Gmail label exists for active pipelines.

Trigger

Recurring schedule

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

Action

Create label

Creates a new label with a unique name in the specified user's gmail account.

Why this helps

When pipeline names and inbox organization drift apart, finding related deal email takes extra effort.

  • Check that active pipelines have a corresponding label.
  • Make later email organization quicker.
  • Avoid unnecessary duplicate labels.

Setup

Build it in a few focused steps.

  • 1Connect Affinity and Gmail once in the Notis portal.
  • 2Create an automation in Automations, New Automation, and name it for pipeline labels.
  • 3Tell Notis to review active Affinity pipeline names, check Gmail labels, and create missing labels with unique names.
  • 4Pick a recurring schedule and choose where run reports should go.
  • 5Test with one real pipeline and confirm the label.

Questions about this workflow

Does this apply the labels to messages?

No. It creates labels. Applying a label to Gmail messages requires a separate action.

What if a pipeline name is not a valid unique label name?

Tell Notis to use a clear unique variation and report the name it created.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link Affinity to Gmail. A trigger fires from one place; an action lands in another.

Affinity triggers

Gmail actions

Recurring trigger

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

TriggerScheduled

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).

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

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.

ActionInstant

Create label

Creates a new label with a unique name in the specified user's gmail account.

ActionInstant

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`.

ActionInstant

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.

ActionInstant

Fetch emails

Fetches a list of email messages from a gmail account, supporting filtering, pagination, and optional full content retrieval.

ActionInstant

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`.

ActionInstant

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`.

ActionInstant

Connect any two apps with Notis in the middle.

Affinity and Gmail, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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