Make client follow-up easier to send
Get a thoughtful, context-rich follow-up draft ready while the client details are in view.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
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
Client follow-ups slip when you have to reopen records and rebuild the conversation from memory.
- Keeps follow-up tied to supplied client context
- Makes the ask or next step easy to spot
- Lets you review tone and details before sending
Setup
Build it in a few focused steps.
- 1Connect AnyDB and Gmail once in the Notis portal.
- 2Create an automation for client follow-up drafts.
- 3Describe in one instruction how to turn the supplied client context into a concise draft.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one real client event and review the draft for accuracy.
Questions about this workflow
Does the workflow know the client's email address?
Only if it is provided in the event context or otherwise available to Notis. Include the intended recipient when needed.
Can I approve the wording before it goes out?
Yes. This workflow creates a draft and does not send it.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link AnyDB to Gmail. A trigger fires from one place; an action lands in another.
AnyDB 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.
AnyDB and Gmail, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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