Find the CRM contact before writing the follow-up
Spend less time searching for contact details and more time moving the conversation forward.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Get People
Retrieves either a specific person's details (using `resource name`) or lists 'other contacts' (if `other contacts` is true), with `person fields` specifying the data to return.
Why this helps
A useful CRM follow-up can stall while you look for the right email address and reconstruct context.
- Search contact details in Google People.
- Use supplied CRM context to prepare a draft.
- Review matching contact details before sending.
Setup
Build it in a few focused steps.
- 1Connect Agiled and Gmail once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name.
- 3Tell Notis to search Google People for the CRM contact and draft a follow-up based on the supplied Agiled context.
- 4Choose a webhook trigger, then select where run reports should go.
- 5Test with one real CRM follow-up notification.
Questions about this workflow
Does this add a new contact to Google People?
No. The workflow looks up contact information and creates a Gmail draft.
What if the search has no match?
Ask Notis to report that no match was found and leave the recipient for you to supply.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agiled to Gmail. A trigger fires from one place; an action lands in another.
Agiled 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.
Agiled and Gmail, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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