Draft a clear status update from your records
Turn a record's current status and next step into a concise update ready for your review.
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
Status updates can take longer than the work itself when the facts are spread across records.
- Turns submitted status details into an email starting point.
- Highlights progress and the next step in one place.
- Allows a quick accuracy check before sending.
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.
- 3Tell Notis in one instruction to draft a short status update from the status, progress, and next step supplied with the record.
- 4Choose the webhook trigger and a report channel.
- 5Test with one real record whose status update is due.
Questions about this workflow
Can this send regular status updates on its own?
This setup uses a webhook and runs when an HTTP request arrives. A recurring schedule is also available if your update source and timing are appropriate.
Will it add information that is missing from the record?
It should use the information provided. Supply any context that the email needs and is not available in the record request.
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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