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Make billing follow-up easier before checkout

Give the team a reviewable email draft when an upcoming departure needs a billing conversation.

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

Billing questions discovered near checkout can turn into a rushed search for context and a last-minute email.

  • Surfaces upcoming departures for a focused billing follow-up review.
  • Prepares a draft staff can edit before contacting a guest.
  • Keeps the decision with staff when billing details are unclear.

Setup

Build it in a few focused steps.

  • 1Connect Apaleo and Gmail once in the Notis portal.
  • 2Create an automation in Automations, New Automation, and name it.
  • 3Describe that Notis should review upcoming departures and draft a guest billing follow-up only when the reservation data available to it indicates a specific question to resolve.
  • 4Choose a recurring schedule trigger and select where run reports should go.
  • 5Test with one real departure and confirm the draft does not assume billing facts missing from Apaleo data.

Questions about this workflow

Can Notis decide whether a guest owes a balance?

Only if the relevant billing details are available to Notis. The prompt should ask it to flag missing information rather than infer an amount.

Will the guest receive the draft?

No. This workflow creates a Gmail draft for staff review.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link Apaleo to Gmail. A trigger fires from one place; an action lands in another.

Apaleo 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.

Apaleo and Gmail, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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