Welcome new contacts with less busywork
Turn a periodic Agile CRM contact review into Gmail welcome drafts tailored to the context you have.
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
New contacts can sit without a timely, thoughtful first response when the day gets busy.
- Find recently added contacts in a scheduled review.
- Use available CRM context to shape a draft.
- Keep every first message under your review.
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 review recent contacts and draft an appropriate welcome email using available context.
- 4Pick a recurring schedule and choose where run reports go.
- 5Test with one real example and check the draft for accuracy.
Questions about this workflow
Will every new contact receive an email?
The schedule reviews recent contacts and prepares drafts. You decide which drafts to send.
Can it personalize the message?
It can use information returned from Agile CRM. Specify the context to use and avoid assuming information that is not present.
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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