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Notis

Bring urgent support cases to attention

Route an urgent case summary into Gmail when a webhook request asks Notis to review it.

Trigger

Webhook received

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

Action

Send Email

Sends an email via gmail api using the authenticated user's google profile display name, requiring `is html=true` if the body contains html and valid `s3key`, `mimetype`, `name` for any attachment.

Why this helps

Critical customer issues can be hard to notice quickly across a busy support queue.

  • Start a focused review with an HTTP request.
  • Apply urgency criteria you define.
  • Send a concise alert to a specified authorized recipient.

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.
  • 3Define what makes a case urgent and what context the alert should include.
  • 4Pick a webhook trigger and choose where run reports go; send an HTTP request when a case needs review.
  • 5Test with one real example and verify recipient and urgency decision.

Questions about this workflow

Does this use a built-in Agile CRM trigger?

No. Agile CRM has no trigger events listed. A Notis webhook starts the workflow when it receives an HTTP request.

Can it send an alert for every case?

Define the urgency criteria and have Notis report cases that do not clearly meet them for human review.

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.

TriggerScheduled

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).

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

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.

ActionInstant

Create label

Creates a new label with a unique name in the specified user's gmail account.

ActionInstant

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`.

ActionInstant

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.

ActionInstant

Fetch emails

Fetches a list of email messages from a gmail account, supporting filtering, pagination, and optional full content retrieval.

ActionInstant

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`.

ActionInstant

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`.

ActionInstant

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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