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Bring contact details into a conversion review

Give Notis a contact view to summarize when deciding how a visitor conversion fits into an existing relationship.

Trigger

Webhook received

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

Action

Get contacts

Fetches contacts (connections) for the authenticated google account, allowing selection of specific data fields and pagination.

Why this helps

A conversion can be harder to act on when contact details are stored away from the visitor context.

  • Retrieve contact records and selected available fields.
  • Give Notis contact context for a conversion review.
  • Reduce switching between identity and contact tools.

Setup

Build it in a few focused steps.

  • 1Connect Bread & Butter and Gmail once in the Notis portal.
  • 2Create an automation in Automations, New Automation, or tell Notis in plain language from a channel.
  • 3In one instruction, ask Notis to retrieve relevant contacts and summarize fields useful to the supplied conversion context.
  • 4Pick the webhook trigger and choose where run reports should go.
  • 5Test with one real conversion review and check that the selected contact details are useful.

Questions about this workflow

Can the workflow fetch every contact at once?

Contact retrieval supports pagination. Keep the request focused and use the available results and fields.

Does this update contact records?

No. It retrieves contacts for review.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

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

Bread & Butter 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.

Bread & Butter and Gmail, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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