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Check recipient records before a CardClan card workflow

Pull relevant contact records into the workflow so you can confirm recipient details in one place.

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

Manual contact checks slow down card workflows and make small details easy to miss.

  • Retrieve requested contact fields for recipient review.
  • Avoid repeated manual searches in Gmail.
  • Keep recipient checks close to the card workflow.

Setup

Build it in a few focused steps.

  • 1Connect CardClan and Gmail once in the Notis portal.
  • 2Create an automation and give it a clear name.
  • 3Tell Notis to retrieve Gmail contact records matching the CardClan webhook recipient details.
  • 4Choose the webhook trigger and where run reports should go.
  • 5Test with one real CardClan contact example.

Questions about this workflow

Can this create or edit a Gmail contact?

No. This workflow retrieves contact information for review.

What fields will be returned?

Specify the useful contact fields in your instruction, such as names or email addresses.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

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

CardClan 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.

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

When this happens · Trigger

Do this · Action

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No card. Works with personal or business Gmail.