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Notis

Find contact details behind a BotPenguin conversation

Bring the relevant contact record into view before deciding how to follow up.

Trigger

Webhook received

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

Action

Get People

Retrieves either a specific person's details (using `resource name`) or lists 'other contacts' (if `other contacts` is true), with `person fields` specifying the data to return.

Why this helps

Switching between a chatbot and contacts to confirm who you are speaking with adds friction to a simple follow-up.

  • Retrieve available contact details using supplied identifiers.
  • Reduce manual contact searches during customer follow-up.
  • Keep follow-up decisions grounded in the returned contact record.

Setup

Build it in a few focused steps.

  • 1Connect BotPenguin and Gmail once in the Notis portal.
  • 2Create an automation in Automations, New Automation, and give it a clear name.
  • 3In one instruction, ask Notis to look up Google People details using the name or identifier included in the conversation request and return only relevant fields.
  • 4Pick the Notis webhook trigger and choose where run reports should go.
  • 5Test with one real conversation and check that the returned contact matches.

Questions about this workflow

Does this action send an email?

No. It retrieves contact details. Use the returned information to inform a separate follow-up workflow.

What if the contact cannot be matched?

The lookup may return no suitable person. Include a reliable name or identifier in the webhook request and verify matches before acting on them.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link BotPenguin to Gmail. A trigger fires from one place; an action lands in another.

BotPenguin triggers

Gmail actions

Recurring trigger

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

TriggerScheduled

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).

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

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.

ActionInstant

Create label

Creates a new label with a unique name in the specified user's gmail account.

ActionInstant

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`.

ActionInstant

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.

ActionInstant

Fetch emails

Fetches a list of email messages from a gmail account, supporting filtering, pagination, and optional full content retrieval.

ActionInstant

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`.

ActionInstant

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`.

ActionInstant

Connect any two apps with Notis in the middle.

BotPenguin and Gmail, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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