Prepare deal records after sending confirmations
Turn the deal details in a sent confirmation into an Api labz record while the context is fresh.
Trigger
Email Sent
Triggers when a Gmail message is sent by the authenticated user. It polls the 'SENT' label and emits metadata including sender, recipients, subject, timestamp, and thread ID.
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
After confirming a deal by email, updating the system can slip behind the next task.
- Capture deal context right after a confirmation is sent.
- Reduce repeated entry of details available in the email.
- Report missing information for your review before relying on a record.
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 sent deal confirmations.
- 3Tell Notis to identify deal confirmation emails, prepare and integrate a deal record using available details, and report missing required information.
- 4Pick Email Sent as the trigger and choose where run reports go.
- 5Test by sending one real deal confirmation email.
Questions about this workflow
Can the sent email contain all required deal information?
It may not. Instruct Notis to report required details that are missing rather than inventing values.
Does this run when I receive a confirmation?
This workflow uses Email Sent, which triggers when the authenticated user sends a Gmail message.
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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Webhook trigger
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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.
Email Sent
Triggers when a Gmail message is sent by the authenticated user. It polls the 'SENT' label and emits metadata including sender, recipients, subject, timestamp, and thread ID.
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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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