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Notis

Search for the right invoice contact

Find the person who can actually move a payment forward.

Trigger

Webhook received

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

Action

Search People

Searches contacts by matching the query against names, nicknames, emails, phone numbers, and organizations, optionally including 'other contacts'.

Why this helps

A payment request stalls when it reaches a general inbox or former contact.

  • Improve recipient accuracy
  • Reduce bounced outreach
  • Make account handoffs clearer

Setup

Build it in a few focused steps.

  • 1Connect Chaser and Gmail once in the Notis portal.
  • 2Create an automation that searches Gmail people records using the supplied Chaser customer details.
  • 3Describe the match criteria and ambiguity report in one instruction.
  • 4Pick the notis_webhook trigger, choose a report channel, and test with one customer.

Questions about this workflow

Can it search other contacts too?

Yes. Ask the workflow to include other contacts when appropriate.

Will it choose a contact automatically?

It can recommend a match based on your criteria; request review for ambiguous results.

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.

TriggerScheduled

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).

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

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.

ActionInstant

Create label

Creates a new label with a unique name in the specified user's gmail account.

ActionInstant

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`.

ActionInstant

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.

ActionInstant

Fetch emails

Fetches a list of email messages from a gmail account, supporting filtering, pagination, and optional full content retrieval.

ActionInstant

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`.

ActionInstant

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`.

ActionInstant

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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