Keep vendor contacts together automatically
Build a handy vendor contact list from Gmail conversations, without stopping to copy addresses one at a time.
Trigger
New Gmail Message Received Trigger
Triggers when a new message is received in Gmail.
Action
Create Contact in List
Tool to create a new contact in a specific contact list in your ClickSend account. Use when you need to add a contact to a list. At least one of phone_number, email, or fax_number must be provided.
Why this helps
Vendor details are hard to find when they are scattered across email threads.
- Collect vendor sender addresses in one chosen list.
- Avoid manual contact entry after routine vendor messages.
- Use a consistent rule to identify which senders belong in the list.
Setup
Build it in a few focused steps.
- 1Connect Gmail and ClickSend once in the Notis portal.
- 2Create an automation and give it a clear name.
- 3Tell Notis how to identify vendor emails and which existing ClickSend list to use.
- 4Pick New Gmail Message Received as the trigger and choose where run reports go.
- 5Test with one real vendor email.
Questions about this workflow
Can I limit this to certain kinds of vendors?
Yes. Describe the vendor types or email context that should qualify in your instruction.
Will it add a phone number automatically?
Only if a phone number is available and Notis can identify it in the message. A sender email address is sufficient to create a contact.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Gmail to ClickSend. A trigger fires from one place; an action lands in another.
Gmail triggers
ClickSend actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
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Connect any two apps with Notis in the middle.
Gmail and ClickSend, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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No card. Works with personal or business ClickSend.