Draft partial payment reconciliation emails
Explain what is settled and what remains with less back-and-forth.
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
Partial payments create ambiguity about the remaining balance and expected action.
- Clarify remaining balances
- Keep drafts reviewable
- Reduce reconciliation questions
Setup
Build it in a few focused steps.
- 1Connect Chaser and Gmail once in the Notis portal.
- 2Create an automation that drafts a Gmail message for Chaser invoices with partial payments.
- 3Describe the balance summary, tone, and requested next step in one instruction.
- 4Pick a notis_cron schedule, choose a report channel, and test with one partial payment.
Questions about this workflow
Can it mention the amount already received?
Yes. Include paid and remaining amounts from the Chaser data in the instruction.
Can drafts be grouped for review?
Yes. Ask for a report listing the drafts created and the invoices they cover.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Chaser to Gmail. A trigger fires from one place; an action lands in another.
Chaser 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.
Chaser and Gmail, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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