Find the right client contact for document delivery
Search contact records using the client's name or organization before preparing a document delivery email.
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
Picking the wrong recipient from memory or an old thread can create avoidable confusion.
- Search contacts before addressing a delivery email.
- Reduce manual contact lookup.
- Use organization and email details available in the contact record.
Setup
Build it in a few focused steps.
- 1Connect Cloudlayer and Gmail once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it for document recipient lookup.
- 3In one instruction, tell Notis to search People contacts using the supplied client name or organization and report matching email addresses for the Cloudlayer delivery.
- 4Pick a webhook trigger and choose where run reports should go.
- 5Test with one real contact and verify the recipient before sending.
Questions about this workflow
Can it search other contacts too?
The People search action can optionally include other contacts. Specify that in your instruction if appropriate.
Will this send the document?
No. It searches for recipient details. Use a separate Gmail sending workflow after verifying the address.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Cloudlayer to Gmail. A trigger fires from one place; an action lands in another.
Cloudlayer 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.
Cloudlayer and Gmail, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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