Confirm campaign preferences clearly
Prepare a brief confirmation so a contact knows their campaign preference has been noted.
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
Preference changes need careful follow-through and clear communication to avoid repeated campaign contact.
- Start the review through a Notis webhook request.
- Use recorded preference context in a clear confirmation.
- Review the result before sending.
Setup
Build it in a few focused steps.
- 1Connect Agile CRM and Gmail once in the Notis portal.
- 2Create an automation in Automations, New Automation.
- 3Tell Notis to draft a brief confirmation only when an opt-out or preference change is recorded and an email is appropriate.
- 4Pick a webhook trigger, choose where run reports go, and send an HTTP request for a preference change ready for review.
- 5Test with one real example and confirm the preference is accurately represented.
Questions about this workflow
Does this change the contact's campaign preferences?
No. It prepares a Gmail draft. The workflow should only be used after the preference change is recorded through your process.
Will it send automatically?
No. Review and send the draft yourself.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agile CRM to Gmail. A trigger fires from one place; an action lands in another.
Agile CRM 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.
Agile CRM and Gmail, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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