Check Gmail contacts when a possible lead emails
When a possible lead reaches your Outlook inbox, have Notis search Gmail contacts for a prior connection.
Trigger
New Outlook Message
Triggered when a new message is received in the Outlook mailbox.
Action
Search People
Searches contacts by matching the query against names, nicknames, emails, phone numbers, and organizations, optionally including 'other contacts'.
Why this helps
It takes time to remember whether a new inquiry has appeared in your contacts or past interactions.
- Check for an existing contact when a new inquiry arrives.
- Bring relationship context into lead triage.
- Avoid manually searching contacts across accounts.
Setup
Build it in a few focused steps.
- 1Connect Outlook and Gmail once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name and prompt.
- 3Describe which incoming messages count as possible leads and what contact clues to search.
- 4Choose the New Outlook Message trigger and select where run reports should go.
- 5Test with one real example and verify the matching person.
Questions about this workflow
Does this workflow add the lead to Gmail contacts?
No. It searches for matching people and reports the results.
What if the sender is not in contacts?
Tell Notis how to report a missing match so you can decide on the next step.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Outlook to Gmail. A trigger fires from one place; an action lands in another.
Outlook triggers
Gmail actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
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).
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
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.
New Contact Added
Triggered when a new contact is added in the Outlook contacts.
Create label
Creates a new label with a unique name in the specified user's gmail account.
Calendar Event Changes
Triggered when a new calendar event occurs (created, updated, or deleted) in the Outlook calendar.
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`.
New Calendar Event
Triggered when a new calendar event is created in the Outlook calendar.
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.
New Outlook Message
Triggered when a new message is received in the Outlook mailbox.
Fetch emails
Fetches a list of email messages from a gmail account, supporting filtering, pagination, and optional full content retrieval.
New Sent Message
Triggered when a new message is sent from the Outlook mailbox.
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.
Outlook and Gmail, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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