Turn deals that need attention into ready-to-review drafts
Give each follow-up a useful starting point, without drafting from scratch.
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
When deal follow-ups pile up, deciding what to write can delay the next step.
- Start from a draft grounded in the deal information available.
- Review messages before sending them.
- Make a recurring deal review easier to act on.
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 review deals needing follow-up and draft a concise email using the available deal context.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real deal and review the resulting draft.
Questions about this workflow
Will the email be sent automatically?
No. This workflow creates Gmail drafts for you to review. Sending is a separate action.
How does Notis know which deals need attention?
Describe the criteria in your instruction. If the CRM data does not include a needed due date or status, supply that information or criterion.
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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