Make client record reviews easier to start
Turn a record review into a clear, specific email draft that helps move missing or outdated details forward.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
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
When client records need attention, figuring out which details to confirm and how to ask can stall the work.
- Turn available record context into a focused review request.
- Keep proposed messages ready to edit before contacting clients.
- Make record follow-up easier to pick up and complete.
Setup
Build it in a few focused steps.
- 1Connect AgencyZoom and Gmail once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a clear name.
- 3Tell Notis to use the incoming request and available client details to prepare a Gmail draft asking about specific information identified for review.
- 4Choose the webhook trigger and where run reports should go.
- 5Test with one real client record and check that the draft asks only about details that need confirmation.
Questions about this workflow
Will Notis decide which record details are outdated?
Notis can use status or review criteria that AgencyZoom makes available or that you include in your instruction. It should not guess when a detail's status is unclear.
Does this contact the client automatically?
No. It creates a draft for you to review and send.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agencyzoom to Gmail. A trigger fires from one place; an action lands in another.
Agencyzoom 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.
Agencyzoom and Gmail, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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