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Notis

Keep completed order emails easy to find

A scheduled check can apply a Gmail label to messages that match completed Cdr platform orders.

Trigger

Recurring schedule

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

Action

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).

Why this helps

Order correspondence is hard to find when completed purchases are mixed with active follow-ups.

  • Group completed-order correspondence under a Gmail label.
  • Make it easier to find messages for closed orders.
  • Reduce manual inbox sorting after order completion.

Setup

Build it in a few focused steps.

  • 1Connect Cdr platform and Gmail once in the Notis portal.
  • 2In Automations, choose New Automation and give it a name.
  • 3Tell Notis to find Gmail messages matching completed Cdr platform orders and apply your existing label.
  • 4Choose a recurring schedule and where run reports should go.
  • 5Test with one real order and confirm the message and label are correct.

Questions about this workflow

Does this create a Gmail label?

No. This action applies existing labels. Create the label in Gmail first, then instruct Notis to use it.

How does Notis know which email belongs to an order?

It can use identifiers available from Cdr platform and Gmail, such as order references present in message content. Provide a matching rule if needed.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

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

Cdr platform 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.

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

When this happens · Trigger

Do this · Action

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