Review ApptiveGrid records from a Gmail draft
Send a record to Notis and get a ready-to-review Gmail draft with its key details and requested next step.
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
Important record details can be hard to turn into a clear email when you are moving between your database and inbox.
- Keeps the record summary and email draft in one workflow.
- Leaves the message for review before sending.
- Makes the requested follow-up easier to spot.
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 give it a name.
- 3In one instruction, ask Notis to summarize each submitted record and draft a Gmail message for review.
- 4Choose the webhook trigger and select where run reports should go.
- 5Test with one real ApptiveGrid record sent to the webhook.
Questions about this workflow
Does ApptiveGrid provide the trigger for this workflow?
No. ApptiveGrid triggers are not listed here, so a Notis webhook starts the automation when an HTTP request is sent.
Will the email be sent automatically?
No. This workflow creates a Gmail draft for you to review.
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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