Get a proposal PDF ready for an approval check
Turn the proposal source into a PDF and let Notis prepare the email so you can review the details before it reaches a prospect.
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
Proposal follow-ups can stall when exporting the final document and composing the email are separate manual tasks.
- Prepare the proposal artifact and accompanying message together.
- Leave the message in drafts for a final accuracy check.
- Use supplied deal context to make the note specific.
Setup
Build it in a few focused steps.
- 1Connect Api2pdf and Gmail once in the Notis portal.
- 2Create an automation and describe the outcome in one instruction: convert the submitted proposal URL or HTML to PDF and create a Gmail draft using the supplied prospect and deal context.
- 3Pick the Notis webhook trigger.
- 4Choose where Notis should send run reports.
- 5Test with a representative proposal and check recipient, wording, and attachment.
Questions about this workflow
Can the workflow invent pricing or deal terms?
No. Provide approved terms in the input context and review the draft before sending.
What if the proposal is already a PDF?
Use a workflow instruction appropriate to the supplied file. Api2pdf's listed capabilities include PDF operations, but the conversion step is for URL or HTML inputs.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Api2pdf to Gmail. A trigger fires from one place; an action lands in another.
Api2pdf 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.
Api2pdf and Gmail, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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