Find the right contact record before outreach
Search once and give the sales owner the best matching records.
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
Contact searches interrupt the work of deciding what to say next.
- Speed up contact lookup
- Reduce duplicate searches
- Improve owner handoffs
Setup
Build it in a few focused steps.
- 1Connect Close and Gmail in Notis once.
- 2Create an automation named Prospect contact search.
- 3Describe the outcome: search Gmail contacts using the prospect query in the Close webhook and email the owner the strongest matches with useful fields.
- 4Pick the notis_webhook trigger and choose where run reports go.
- 5Test with one prospect query.
Questions about this workflow
Can it include other contacts?
Yes. Ask Notis to include other contacts when the search requires it.
What if several matches appear?
Ask Notis to rank them by the evidence in the returned contact fields.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Close to Gmail. A trigger fires from one place; an action lands in another.
Close 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.
Close and Gmail, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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