Send referral thanks with less follow-up effort
Set your thank-you message and contact criteria once. Notis can check selected referrals on a schedule and send when an address is verified.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
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
Referral thanks matter, but they can fall behind when contact research and follow-up compete with everything else.
- Keep referral acknowledgments from slipping through the cracks.
- Verify contact email before sending.
- Use a message consistent with your own guidance.
Setup
Build it in a few focused steps.
- 1Connect Bettercontact and Gmail once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it for referral thanks.
- 3Tell Notis which available referral contacts to enrich and what thank-you message to send through Gmail when an email is verified.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real contact and confirm the thank-you message is appropriate.
Questions about this workflow
Does Notis know who referred the contact?
Only if that information is supplied in the contact input or another available source. Include it if you want the message to mention it.
What if a referral contact is not verified?
Instruct Notis to skip sending and report the contact for review.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Bettercontact to Gmail. A trigger fires from one place; an action lands in another.
Bettercontact 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.
Bettercontact and Gmail, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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