Keep account conversations grouped in Gmail
Use account context to find relevant email threads and apply a label you already use.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
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).
Why this helps
Customer conversations can be spread across the inbox and difficult to gather before a follow-up.
- Review an account's available email context on a schedule.
- Apply a selected existing label to relevant threads.
- Make related conversations easier to locate.
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.
- 3Ask Notis to identify relevant threads for the defined account and apply the specified existing Gmail label, checking available labels first.
- 4Pick a recurring schedule and choose where run reports go.
- 5Test with one real example and confirm thread selection and label.
Questions about this workflow
Does this create the label?
No. This workflow applies an existing label. Create it in Gmail first or use a separate label creation workflow.
Can it label a thread without a valid label ID?
No. The Gmail action requires an existing label ID, so ask Notis to check available labels before applying one.
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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