Resolve missing contact details quickly
Let Notis identify incomplete records and prepare a short request for the missing information.
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
Incomplete contact records create repeated searches and delays when it is time to follow up.
- Check records against requirements you provide.
- Prepare targeted questions instead of rereading each profile.
- Keep contact cleanup connected to real follow-up.
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.
- 3Specify which contact details are required and ask Notis to draft a clarification request when an appropriate recipient exists.
- 4Pick a recurring schedule and choose where run reports go.
- 5Test with one real example and confirm the request does not assume missing facts.
Questions about this workflow
Can it decide what contact information is required?
Provide your own requirements in the instruction. Notis should not assume a field is required.
What happens if the contact cannot be emailed?
Ask Notis to report the incomplete record without creating an email draft.
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
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Gmail.