Bring prior email conversations into a new deal handoff
Give the next person a short, useful view of what has already been discussed.
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 new deal can move forward without the background hidden in earlier email conversations.
- Summarize prior email context for a deal handoff.
- Reduce repeated questions during transitions.
- Keep the handoff grounded in messages found in Gmail.
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.
- 3In one instruction, ask Notis to use incoming deal details to find relevant Gmail messages and summarize the history for a handoff.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one real deal request and check the summary against the thread.
Questions about this workflow
Can the webhook start from any deal creation in Centralstationcrm?
Only if a system sends an HTTP request to the Notis webhook. Centralstationcrm trigger events are not listed in this package.
Will Notis include every email about the deal?
It can summarize messages Gmail returns for the search. Review the results and refine the instruction if important identifying details are missing.
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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