Introduce assigned field staff to customers
Give customers a useful heads-up about who is coming to do the work.
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
A new assignment can be made without anyone having time to tell the customer who to expect.
- Use supplied staff and job details to prepare an introduction.
- Keep the message in draft form for a quick check.
Setup
Build it in a few focused steps.
- 1Connect Ascora 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 draft a customer introduction from the staff assignment and job details supplied with the webhook.
- 4Pick the webhook trigger and choose where run reports go.
- 5Test with one real assignment and review the names and visit details.
Questions about this workflow
Will Notis find the assigned staff member's contact details?
Only if those details are available to Notis through Ascora or included in the webhook request.
Does the workflow send the introduction?
No. It creates a Gmail draft for you to check and send.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Ascora to Gmail. A trigger fires from one place; an action lands in another.
Ascora 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.
Ascora and Gmail, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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