Turn stalled order checks into follow-up drafts
Review a prepared follow-up when an order has not progressed according to the criteria you provide.
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
Following up on slow-moving orders can slip when progress checks and outreach happen in separate places.
- Surface orders that match your stated follow-up criteria.
- Create a draft without sending an unreviewed message.
- Keep order follow-up attached to a recurring check.
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 what counts as stalled using criteria you provide, then ask it to draft a follow-up for matching orders.
- 4Choose a recurring schedule and where run reports should go.
- 5Test with one real order and review the draft.
Questions about this workflow
Can Notis decide what stalled means?
Provide the time or status criteria in your instruction. Notis can use only the order status and history Cdr platform returns.
Does this send the follow-up?
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 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.
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.
Cdr platform and Gmail, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Gmail.