Discover Faster: Auto-Draft Intake Questionnaires
New contact in HubSpot? Notis drafts a discovery email asking the right questions for their industry, company size, and stage. You just tweak and send.
Trigger
Contact Created Trigger
Contact Created Trigger
Action
Create email draft
Creates a gmail email draft, supporting to/cc/bcc, subject, plain/html body (ensure `is html=true` for html), attachments, and threading.
Why this helps
You stare at blank intake emails trying to ask the right questions. You defer, skip discovery, or ask generic questions that don't uncover real needs.
- Discovery happens consistently
- Questions are tailored, not generic
- Conversations move faster
- You uncover needs earlier
Setup
Build it in a few focused steps.
- 1Connect HubSpot and Gmail to Notis.
- 2Tell Notis: 'When a new contact is added, draft a discovery email with 3-5 tailored questions based on their industry and company size. E.g., for SaaS, ask about their current tools and pain points; for services, ask about client volume and service model.'
- 3Set your notification channel.
- 4Select 'Contact Created' as the trigger.
- 5Test by adding a contact and reviewing the draft questions.
Questions about this workflow
Can the questions pull from HubSpot data (company, industry, role)?
Yes. Notis will tailor questions based on HubSpot fields, so discovery feels contextual.
What if I want different questions for different industries?
Describe the questions for each industry and Notis will apply the right set automatically.
Can I ask Notis to include a calendar link to schedule a call?
Absolutely. Pair the questions with a scheduling link for smoother next steps.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Hubspot to Gmail. A trigger fires from one place; an action lands in another.
Hubspot triggers
Gmail actions
Contact Created Trigger
Contact Created Trigger
Modify email labels
Adds and/or removes specified gmail labels for a message; ensure `message id` and all `label ids` are valid (use 'listlabels' for custom label ids).
Deal Stage UpdatedTrigger
Deal Stage UpdatedTrigger
Create email draft
Creates a gmail email draft, supporting to/cc/bcc, subject, plain/html body (ensure `is html=true` for html), attachments, and threading.
Create label
Creates a new label with a unique name in the specified user's gmail account.
Delete Draft
Permanently deletes a specific gmail draft using its id; ensure the draft exists and the user has necessary permissions for the given `user id`.
Delete message
Permanently deletes a specific email message by its id from a gmail mailbox; for `user id`, use 'me' for the authenticated user or an email address to which the authenticated user has delegated access.
Fetch emails
Fetches a list of email messages from a gmail account, supporting filtering, pagination, and optional full content retrieval.
Fetch message by message ID
Fetches a specific email message by its id, provided the `message id` exists and is accessible to the authenticated `user id`.
Fetch Message by Thread ID
Retrieves messages from a gmail thread using its `thread id`, where the thread must be accessible by the specified `user id`.
Connect any two apps with Notis in the middle.
Not just Hubspot and Gmail. Any combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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