Welcome new customers without a blank page
When a customer is ready for onboarding, Notis can use the Baserow record to send a clear welcome email.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Send Email
Sends an email via gmail api using the authenticated user's google profile display name, requiring `is html=true` if the body contains html and valid `s3key`, `mimetype`, `name` for any attachment.
Why this helps
The first welcome message is easy to delay while you gather details and switch to email.
- Start customer onboarding with a timely message.
- Use available record details to personalize the welcome.
- Spend less time repeating the same introduction.
Setup
Build it in a few focused steps.
- 1Connect Baserow and Gmail once in the Notis portal.
- 2Create an automation in Automations, then New Automation, and give it a name and prompt.
- 3In one instruction, tell Notis which new customer records to use and what welcome email to send using their available details.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one real new customer record and check the email.
Questions about this workflow
What customer details can the email include?
Notis can use details available in the accessible Baserow record. Name the details to include in your instruction.
Can the welcome email include next steps?
Yes. State the onboarding steps and links you want included in your instruction.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Baserow to Gmail. A trigger fires from one place; an action lands in another.
Baserow 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.
Baserow and Gmail, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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