Check contacts when a visitor identity needs context
Search the connected account's contacts using the details supplied with an identity handoff, then review the matches before acting.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Search People
Searches contacts by matching the query against names, nicknames, emails, phone numbers, and organizations, optionally including 'other contacts'.
Why this helps
A visitor identity can be difficult to connect with an existing contact when you have to search multiple places manually.
- Search contacts using supplied names, email addresses, or other query details.
- Review likely matches before deciding what to do next.
- Reduce manual lookups during a visitor handoff.
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 search contacts using the visitor details supplied and summarize possible matches.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one real handoff and verify the returned matches are relevant.
Questions about this workflow
Does the search guarantee the contact belongs to the visitor?
No. It returns matches based on the query. Review them before relying on an identity match.
What details should I include?
Provide the identifying query data available from your process, such as a name or email address. Do not assume unprovided fields.
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.
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.
Bread & Butter and Gmail, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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