Archive Received Emails as Salesforce Notes
When customers email you, Notis creates a note in Salesforce capturing the full conversation—your communication record is always in sync.
Trigger
New Gmail Message Received Trigger
Triggers when a new message is received in Gmail.
Action
Create note
Creates a new note attached to a salesforce record with the specified title and content.
Why this helps
Important customer emails arrive in your inbox but never get documented in Salesforce. Later, teammates don't see the context and duplicated work happens.
- Creates a permanent record of received emails in Salesforce
- Ensures teammates always see the full customer communication history
- Eliminates context-switching and duplicated effort
Setup
Build it in a few focused steps.
- 1Connect Gmail and Salesforce to Notis.
- 2Create an automation with the prompt: 'When I receive an important email from a customer, create a note in Salesforce with the sender, subject, and message.'
- 3Select 'New Gmail Message Received' as your trigger.
- 4Receive a test customer email—Notis will create a timestamped note in Salesforce automatically.
Questions about this workflow
Will this create notes for all received emails or just certain ones?
You control this. Refine your prompt to 'only for emails from customers' or 'when the subject mentions a deal' for selective logging.
Can the note include attachments from the email?
Notis captures the email content and metadata. Attachments can be referenced in the note body or handled separately depending on your needs.
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
Save your first hour today.
7 days free trial with 20$ free usage included.
No card. Works with personal or business Salesforce.