Give every CardClan card recipient the right context
Check recipient details before a card goes out, so names and contact context are ready when you need them.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Get People
Retrieves either a specific person's details (using `resource name`) or lists 'other contacts' (if `other contacts` is true), with `person fields` specifying the data to return.
Why this helps
Recipient details spread across tools can lead to last-minute searching and avoidable mistakes.
- Find contact details without switching apps.
- Review matching people information before sending a card.
- Reduce avoidable recipient lookup errors.
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 look up the incoming CardClan recipient in Gmail contacts and summarize matching details.
- 4Choose the webhook trigger and where run reports should go.
- 5Test with one real CardClan recipient example.
Questions about this workflow
Does CardClan provide a built-in trigger for this workflow?
No CardClan trigger events are listed. Start it with a Notis webhook and send the recipient details in the request.
What happens if more than one contact matches?
Ask Notis to report the possible matches for review rather than choosing one automatically.
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.
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.
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.