Keep customer conversations on your radar
Review Gmail threads for the customer names and topics you care about, on a schedule that works for you.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List threads
Retrieves a list of email threads from a gmail account, identified by `user id` (email address or 'me'), supporting filtering and pagination.
Why this helps
Customer conversations can go quiet in your attention while other urgent work takes over.
- Creates a recurring review of conversations tied to supplied customer context.
- Summarizes threads to make catch-up quicker.
- Helps surface conversations that may need your attention.
Setup
Build it in a few focused steps.
- 1Connect ApptiveGrid and Gmail once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3Ask Notis in one instruction to search and summarize Gmail threads for the customer names and topics you provide.
- 4Choose a recurring schedule and a report channel.
- 5Test with one customer and a known conversation.
Questions about this workflow
Does Notis know the customer list in ApptiveGrid?
Not from a listed trigger. Supply customer names or other search context in the automation instruction or its provided inputs.
Will it send customer replies?
No. This workflow reviews matching threads and reports a summary.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link ApptiveGrid to Gmail. A trigger fires from one place; an action lands in another.
ApptiveGrid 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.
ApptiveGrid and Gmail, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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