Track the Onboarding Guidance You Send
Record welcome instructions when you send them, so customer onboarding does not rely on scanning the sent folder.
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
Create Thing
Tool to create a new Thing. Use when providing a complete JSON payload to add a new record.
Why this helps
A founder may send onboarding guidance quickly, then have no easy way to remember who received what.
- Record onboarding outreach as it happens.
- Keep the customer handoff easier to review.
- Reduce uncertainty about what guidance was sent.
Setup
Build it in a few focused steps.
- 1Connect Gmail and Bubble once in the Notis portal.
- 2Create an automation by telling Notis which sent messages count as onboarding guidance and what record to create.
- 3Pick Email Sent as the trigger.
- 4Choose where run reports should go, then test with one real welcome or onboarding email.
Questions about this workflow
Can it track whether the customer completed onboarding?
The trigger only reports that an email was sent. Completion requires separate information from your app or another workflow.
Can it save the guide contents?
The trigger provides message metadata. Ask to save details available in your setup and supported by your Bubble data type.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Gmail to Bubble. A trigger fires from one place; an action lands in another.
Gmail triggers
Bubble actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Bulk Create Things
Tool to bulk create multiple Things in Bubble via newline-separated JSON. Use when you need to insert many records at once. Must have Create via API permission.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Thing
Tool to create a new Thing. Use when providing a complete JSON payload to add a new record.
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.
Delete Thing By ID
Tool to delete a Bubble Thing by its unique ID. Use when you need to remove a specific record via the Bubble Data API.
New Gmail Message Received Trigger
Triggers when a new message is received in Gmail.
Get Thing By ID
Retrieves a single Thing (record) from a Bubble Data Type by its unique ID. This is a read-only operation that fetches complete details of a specific record. The response includes all custom fields defined in the Data Type, plus standard Bubble fields (_id, created_by, created_date, modified_date). Use when you need to: - Fetch details of a specific record you know the ID of - Verify a record exists - Get the latest field values for a Thing Note: Requires the Data API to be enabled in your Bubble app settings and the specific Data Type to be exposed via the API.
Patch Thing By ID
Tool to modify selected fields on a Thing by its unique ID. Use after confirming the Thing exists.
Replace Thing by ID
Tool to replace all editable fields on a Thing by its Unique ID. Use when you need a full overwrite of a Thing's fields and reset omitted fields to default.
Download File
Tool to download a file given its URL. Use when you need to retrieve file content and obtain an s3key for subsequent upload tests.
Create Temp File
Tool to upload bytes as a temporary file to Cloudflare R2 and return an S3 key. Use when you need a short-lived file reference before persisting it in a Thing.
Connect any two apps with Notis in the middle.
Gmail and Bubble, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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