Nudge Clients When a Proposal Is Still Undecided
Send a polite check-in that makes it easy for a client to reply or ask a question.
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
Manual follow-up can be delayed when you need to check status, timing, and wording separately.
- Check the proposal before sending.
- Use a concise, courteous follow-up.
- Bring unanswered proposals back into view.
Setup
Build it in a few focused steps.
- 1Connect Bidsketch and Gmail once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name.
- 3Tell Notis: check the specified proposal and send my approved follow-up wording only if it remains undecided and meets the age threshold I provide.
- 4Pick a webhook trigger and choose where run reports should go.
- 5Test with one proposal and confirm the status and recipient before enabling routine use.
Questions about this workflow
Can the workflow send without a status check?
The instruction requires a status check and an age threshold before sending. Provide those criteria explicitly.
What if the proposal date is unavailable?
Have Notis report the missing date instead of sending.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Bidsketch to Gmail. A trigger fires from one place; an action lands in another.
Bidsketch 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.
Bidsketch and Gmail, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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