Prepare customer context before a payment call
Walk into the call knowing the history, commitments, and open questions.
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
Call preparation is scattered across invoice records and email search.
- Shorten call preparation
- Avoid asking for repeated details
- Make conversations more focused
Setup
Build it in a few focused steps.
- 1Connect Chaser and Gmail once in the Notis portal.
- 2Create an automation that fetches Gmail messages related to a supplied Chaser account.
- 3Describe the briefing format and questions to highlight in one instruction.
- 4Pick the notis_webhook trigger, choose a report channel, and test with one customer account.
Questions about this workflow
Can it focus on a date range?
Yes. Include the desired period in the instruction.
Can it highlight commitments?
Yes. Ask for promised dates, blockers, and unresolved requests.
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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