Give a new lead owner a clean contact brief
Make ownership changes feel like a handoff, not a scavenger hunt.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Get People
Retrieves either a specific person's details (using `resource name`) or lists 'other contacts' (if `other contacts` is true), with `person fields` specifying the data to return.
Why this helps
New owners lose time finding basic contact information before they can act.
- Speed up reassignment
- Improve handoff quality
- Reduce repeated research
Setup
Build it in a few focused steps.
- 1Connect Close and Gmail in Notis once.
- 2Create an automation named Owner handoff brief.
- 3Describe the outcome: retrieve the person details named in the Close webhook and email the new owner a concise contact brief with the supplied lead context.
- 4Pick the notis_webhook trigger and choose where run reports go.
- 5Test with one reassigned lead.
Questions about this workflow
Can the brief include Close notes?
Yes. Include the notes in the webhook payload and ask Notis to summarize them.
What if person details are missing?
Have Notis clearly mark unavailable fields instead of filling them in.
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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