Match invoice customers to Gmail contacts
Give each follow-up the right contact context before it reaches a customer.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get contacts
Fetches contacts (connections) for the authenticated google account, allowing selection of specific data fields and pagination.
Why this helps
Customer records may contain incomplete or outdated recipient details.
- Reduce recipient lookup time
- Spot missing contact details
- Improve outreach confidence
Setup
Build it in a few focused steps.
- 1Connect Chaser and Gmail once in the Notis portal.
- 2Create an automation that fetches relevant Gmail contacts for open Chaser customers.
- 3Pick a notis_cron schedule and describe the matches or missing contacts to report.
- 4Choose a report channel and test with one customer.
Questions about this workflow
Does it send anything?
No. It enriches and reports contact context for a later outreach decision.
Can it flag multiple possible matches?
Yes. Ask Notis to list ambiguous matches for review.
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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No card. Works with personal or business Gmail.