Every Contact Feels Seen: Intro Email Tailored to Source
A contact is created via web form? Notis sends an intro email acknowledging that source. A referral? The message thanks the person who referred them. Always personal, never generic.
Trigger
Contact Created Trigger
Contact Created Trigger
Action
Send Email
Sends an email via gmail api using the authenticated user's google profile display name, requiring `is html=true` if the body contains html and valid `s3key`, `mimetype`, `name` for any attachment.
Why this helps
Template emails feel robotic, but customizing every intro is exhausting. You batch them, delay them, or send generic messages that don't land.
- Every intro feels personal and relevant
- Referrals get thanked, forms feel welcomed
- Outreach rates go up
- Your brand feels thoughtful, not transactional
Setup
Build it in a few focused steps.
- 1Connect HubSpot and Gmail to Notis.
- 2Tell Notis: 'When a new contact is created, send an intro email customized to how they arrived. For referrals, thank the person who referred them. For web forms, acknowledge their interest. For events, reference the event and what drew them.' Give examples of each.
- 3Choose your notification channel.
- 4Select 'Contact Created' as the trigger.
- 5Test by creating contacts from different sources and verify personalized intros arrive.
Questions about this workflow
How does Notis know the source of a contact?
It reads the source field in HubSpot. You can also ask Notis to infer source from email patterns or ask you to specify it.
Can I provide different email templates for different sources?
Yes. Describe the intro you want for each source and Notis will generate and send the right one.
What if a contact has multiple sources?
Tell Notis how to handle that—prioritize the primary source, or mention all of them in the intro.
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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