Keep referred prospects from slipping through
Put referred prospects on the list you use to follow up.
Trigger
New Gmail Message Received Trigger
Triggers when a new message is received in Gmail.
Action
Create Contact
Tool to create a new contact in a specific list. use when you need to add a contact after gathering details.
Why this helps
Referral details can stay buried in a thread instead of reaching your follow-up list.
- Capture referrals while the context is fresh
- Use only details shared in the email
- Keep referrals together for follow-up
Setup
Build it in a few focused steps.
- 1Connect Gmail and Campayn once in the Notis portal.
- 2Create an automation in Automations, then New Automation.
- 3Tell Notis how to recognize a referral, which Campayn list to use, and to create a contact only when enough prospect details are provided.
- 4Pick New Gmail Message Received as the trigger.
- 5Choose a report channel and test with one real referral email.
Questions about this workflow
Will it create a contact for the person who referred them?
Specify that Notis should create a contact for the referred prospect, not the sender, when their details are present.
What if the referral has no email address?
Tell Notis to skip contact creation when the required contact detail is missing.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Gmail to Campayn. A trigger fires from one place; an action lands in another.
Gmail triggers
Campayn actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Contact
Tool to create a new contact in a specific list. use when you need to add a contact after gathering details.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Delete Contact
Tool to delete a specific contact. use when you need to remove a contact permanently after confirming it should be deleted. example: "delete contact 123".
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 List
Tool to delete a specific contact list. use when cleaning up unused lists after confirming they are no longer needed. example: "delete list 123".
New Gmail Message Received Trigger
Triggers when a new message is received in Gmail.
Delete webform
Tool to delete a specific webform. use when removing outdated or unnecessary webforms after confirming they are no longer needed. example: "delete webform 123".
Get Contact
Tool to retrieve a specific contact by id. use when you need to fetch full contact details after confirming the contact id.
Get Contacts
Tool to retrieve all contacts in a specified list. use when you need to fetch list contacts after confirming list id.
Get List
Tool to retrieve a specific contact list by id. use when you need to fetch list details like name, tags, and contact count after knowing the list id.
Get Lists
Tool to retrieve all contact lists. use when you need to fetch available lists before performing list-specific actions. example prompt: "list all my contact lists".
Connect any two apps with Notis in the middle.
Gmail and Campayn, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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