Review People records for Charla contacts
Keep customer contact context dependable across support and email.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get People
Retrieves either a specific person's details (using `resource name`) or lists 'other contacts' (if `other contacts` is true), with `person fields` specifying the data to return.
Why this helps
Outdated contact details create failed follow ups and duplicate research.
- Finds missing contact context
- Improves outreach accuracy
- Reduces duplicate lookup work
Setup
Build it in a few focused steps.
- 1Connect Charla and Gmail once in the Notis portal.
- 2Create an automation that retrieves Google People details for supplied Charla contacts.
- 3Pick the notis_cron trigger and choose a recurring review schedule.
- 4Choose a report channel, then test with one contact record.
Questions about this workflow
Can it search other contacts too?
Yes. The instruction can ask for other contacts when that is appropriate.
Does it update contact records?
No. It reports findings using the available Gmail People action.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Charla to Gmail. A trigger fires from one place; an action lands in another.
Charla 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.
Charla and Gmail, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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