Verify the message behind a Close lead
Confirm the right email before you act on the opportunity.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
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`.
Why this helps
A wrong or stale message id can send follow-up work in the wrong direction.
- Reduce wrong-thread errors
- Improve CRM handoffs
- Create traceable checks
Setup
Build it in a few focused steps.
- 1Connect Close and Gmail in Notis once.
- 2Create an automation named Lead message verifier.
- 3Tell Notis to fetch the Gmail message id from the Close webhook, compare it with the supplied lead details, and email a pass or mismatch report.
- 4Pick the notis_webhook trigger and choose where run reports go.
- 5Test with one linked lead message.
Questions about this workflow
What if the message is inaccessible?
Have Notis report the access failure and preserve the Close lead reference.
Can it verify the sender?
Yes. Include the expected sender or recipient in the webhook payload.
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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