Bring unclear payment matches into one review draft
Collect the payments that need a human decision into one internal draft with the details available for review.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
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.
Why this helps
Payments without clear customer context take extra investigation and are easy to overlook among routine transactions.
- Focus attention on payments that need a decision.
- Gather available payment details into one internal draft.
- Avoid guessing at a customer identity.
Setup
Build it in a few focused steps.
- 1Connect BTCPay Server and Gmail once in Notis.
- 2Create an automation that identifies payments lacking a clear customer match and drafts an internal review summary without guessing identities.
- 3Choose a recurring schedule and select where run reports go.
- 4Test with one real payment that needs review and confirm the summary is accurate.
Questions about this workflow
Will it guess who made an unclear payment?
No. Instruct it to include the available evidence and mark the match as unresolved.
What makes a payment unmatched?
Specify the fields or evidence you use to match payments to customers, based on data available from BTCPay.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Btcpay server to Gmail. A trigger fires from one place; an action lands in another.
Btcpay server 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.
Btcpay server and Gmail, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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