Save newly introduced people from sent Gmail threads
When an email introduces someone worth knowing, add them to the CRM 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
Create Contact
Creates a new contact entity record in dynamics crm using the web api.
Why this helps
Introductions can be forgotten after a busy email exchange, leaving useful relationship details outside the CRM.
- Save introductions without manual contact entry.
- Keep the reason for the introduction alongside the contact.
- Reduce the chance that a promising connection gets lost in the thread.
Setup
Build it in a few focused steps.
- 1Connect Gmail and Dynamics 365 once in the Notis portal.
- 2Create an automation in the portal or tell Notis from any channel to create one.
- 3In one instruction, ask Notis to identify newly introduced people in sent messages and create a contact using details available in the conversation.
- 4Pick the Email Sent trigger and choose where run reports should go.
- 5Test with one sent introduction email and review the contact record.
Questions about this workflow
Can Notis tell an introduction from a routine email?
Describe the signals of an introduction in your instruction, such as a message that connects two people.
What happens if a person's details are incomplete?
Notis can only use details available from the message and connected data. Review the created record and supply anything missing.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Gmail to Dynamics365. A trigger fires from one place; an action lands in another.
Gmail triggers
Dynamics365 actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Get all invoices action
Get all invoices action
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Account
Creates a new account entity record in dynamics crm using the web api.
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.
Create Case
Creates a new case (incident) entity record in dynamics crm using the web api.
New Gmail Message Received Trigger
Triggers when a new message is received in Gmail.
Create Contact
Creates a new contact entity record in dynamics crm using the web api.
Create Invoice
Creates a new invoice entity record in dynamics crm using the web api.
Create Lead
Creates a new lead entity record in dynamics crm using the web api.
Create Opportunity
Creates a new opportunity entity record in dynamics crm using the web api.
Create Sales Order
Creates a new sales order entity record in dynamics crm using the web api.
Connect any two apps with Notis in the middle.
Gmail and Dynamics365, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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