Prepare client intake after a Cal booking
Get the next step ready as soon as booking context is available.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
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
Collecting the information you need from a new client can be delayed when intake messages are easy to forget.
- Prepare a consistent next-step email.
- Include only intake questions you provide.
- Keep the draft reviewable before it reaches a client.
Setup
Build it in a few focused steps.
- 1Connect Cal and Gmail once in Notis.
- 2Create an automation in Automations, New Automation, and give it a name.
- 3Describe the intake draft outcome in one instruction and include your preferred questions.
- 4Pick a webhook trigger and choose where run reports go.
- 5Test with one real booking request and verify event details and recipient.
Questions about this workflow
Will the email include private client information from elsewhere?
Only include context provided in the request or available in the connected Cal event. Do not invent or assume details.
Does this send the intake form?
No. It creates a Gmail draft for you to review.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Cal to Gmail. A trigger fires from one place; an action lands in another.
Cal 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.
Cal and Gmail, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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