Prepare deal records from incoming email
Capture deal context from the inbox and get it into Api labz with less retyping.
Trigger
New Gmail Message Received Trigger
Triggers when a new message is received in Gmail.
Action
Integrate Deal
Tool to integrate a deal into api labz. use when you need to push a new or updated deal record into the system after preparing required fields.
Why this helps
Deal details split across email threads can stall updates and leave records incomplete.
- Reduce manual copying from deal correspondence.
- Keep the source subject and thread context in the run report.
- Surface missing required details for follow-up instead of guessing.
Setup
Build it in a few focused steps.
- 1Connect Gmail and Api labz once in the Notis portal.
- 2Create an automation and name it for deal email intake.
- 3Tell Notis to extract the deal details present in each new message, integrate a deal record, and report any required details that are missing.
- 4Pick New Gmail Message Received as the trigger and choose where run reports go.
- 5Test with one real email that contains deal information.
Questions about this workflow
Will Notis fill in deal details that are absent from the email?
No. The instruction should tell Notis to use only available details and report missing information for you to supply.
Can this handle updates as well as new deals?
You can instruct Notis to identify whether a message describes a new or updated deal, then prepare the record accordingly. The email must contain enough context to make that distinction.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Gmail to Api labz. A trigger fires from one place; an action lands in another.
Gmail triggers
Api labz actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
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New Gmail Message Received Trigger
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Connect any two apps with Notis in the middle.
Gmail and Api labz, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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