Turn Daily Email Digests into Leads
Notis can parse your daily email digests and automatically create leads in Salesforce every morning—turning notifications into pipeline.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create lead
Creates a new lead in salesforce with the specified information.
Why this helps
You receive daily digests of web signups or form submissions but manually copying them to Salesforce is tedious. Many never make it to the CRM.
- Batch-creates leads from daily email digests without manual work
- Ensures all signups are captured in Salesforce
- Eliminates repetitive data entry tasks
Setup
Build it in a few focused steps.
- 1Connect Gmail and Salesforce to Notis.
- 2Create an automation with the prompt: 'Every morning, read my email digests and create a lead in Salesforce for each new signup or form submission listed.'
- 3Select 'Schedule' as your trigger and set it for early morning when digests arrive.
- 4On the first scheduled run, verify that leads are created in Salesforce from your digest content.
Questions about this workflow
How does Notis parse unstructured email digest content?
Notis uses AI to read and extract structured data from natural email formats. You can refine the prompt for specific digest formats you use.
Can this handle multiple digest emails from different sources?
Yes. Notis can monitor multiple sender addresses and parse digests from any source, creating leads from all of them.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Gmail to Salesforce. A trigger fires from one place; an action lands in another.
Gmail triggers
Salesforce actions
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 Salesforce Account
Deprecated: creates a new salesforce account using a json post request, requiring 'name'; specific fields (e.g., custom, dunsnumber) may have org-level prerequisites.
New Gmail Message Received Trigger
Triggers when a new message is received in Gmail.
Add contact to campaign
Adds a contact to a campaign by creating a campaignmember record, allowing you to track campaign engagement.
Add lead to campaign
Adds a lead to a campaign by creating a campaignmember record, allowing you to track campaign engagement.
Add product to opportunity
Adds a product (line item) to an opportunity. the product must exist in a pricebook entry that's associated with the opportunity's pricebook.
Apply lead assignment rules
Applies configured lead assignment rules to a specific lead, automatically routing it to the appropriate owner based on your organization's rules.
Associate contact to account
Associates a contact with an account by updating the contact's accountid field.
Clone opportunity with products
Clones an opportunity and optionally its products (line items). creates a new opportunity with the same field values and products as the original.
Clone record
Creates a copy of an existing salesforce record by reading its data, removing system fields, and creating a new record. optionally apply field updates to the clone.
Connect any two apps with Notis in the middle.
Not just Gmail and Salesforce. Any combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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