Give a teammate the email history behind a contact
Hand off a relationship with useful context already summarized.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Fetch emails
Fetches a list of email messages from a gmail account, supporting filtering, pagination, and optional full content retrieval.
Why this helps
A teammate taking over a contact may not know which conversations have already happened.
- Share a concise view of relevant prior conversations.
- Reduce repeated discovery work for the next owner.
- Keep handoff notes grounded in Gmail messages.
Setup
Build it in a few focused steps.
- 1Connect Centralstationcrm and Gmail once in the Notis portal.
- 2Create an automation in Automations, New Automation, or tell Notis to create it from any channel.
- 3Ask Notis to use each incoming handoff request to search Gmail and summarize relevant contact history for the receiving teammate.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one real handoff request and check the summary for accuracy.
Questions about this workflow
Does this change who owns the contact in Centralstationcrm?
No. It prepares a context summary from Gmail for a handoff.
What should a handoff request contain?
Include the contact's identifying details and the receiving teammate or intended report audience.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Centralstationcrm to Gmail. A trigger fires from one place; an action lands in another.
Centralstationcrm 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.
Centralstationcrm and Gmail, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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