Keep proposal recipients easy to find
Make sure a sent proposal has a place in your contact list.
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 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
Following up on proposals is harder when the prospect remains only in an email thread.
- Keep proposal prospects in one list
- Reduce manual follow-up preparation
- Capture contacts from sent email details
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 identify a proposal email, which Campayn list to use, and to create a contact only when recipient details are available.
- 4Pick Email Sent as the trigger.
- 5Choose a report channel and test with one real proposal email.
Questions about this workflow
Can this send the follow-up email too?
This workflow creates a Campayn contact. It does not send a follow-up email.
How do I avoid saving existing contacts?
The listed action creates a contact. If duplicate checking is important, tell Notis to inspect the returned information when available and skip uncertain cases.
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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