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Find Gmail billing context for vendor messages

Keep vendor email handling moving by searching Gmail for related invoice or billing messages when a new Outlook message arrives.

Trigger

New Outlook Message

Triggered when a new message is received in the Outlook mailbox.

Action

Fetch emails

Fetches a list of email messages from a gmail account, supporting filtering, pagination, and optional full content retrieval.

Why this helps

Invoices and vendor conversations can be split between inboxes, slowing down routine decisions.

  • Search for related billing correspondence without changing inboxes.
  • Gather context before approving or following up.
  • Define which vendor messages matter in your instruction.

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 vendor messages should prompt a Gmail search and what billing context to find.
  • 4Choose the New Outlook Message trigger and select where run reports should go.
  • 5Test with one real example and check the returned messages for relevance.

Questions about this workflow

Can this verify that an invoice was paid?

It can search and retrieve matching messages. Payment status must be supported by the returned information or supplied by you.

Does it make a payment or send a reply?

No. This workflow searches Gmail and does not take those actions.

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.

TriggerScheduled

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).

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

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.

ActionInstant

New Contact Added

Triggered when a new contact is added in the Outlook contacts.

TriggerInstant

Create label

Creates a new label with a unique name in the specified user's gmail account.

ActionInstant

Calendar Event Changes

Triggered when a new calendar event occurs (created, updated, or deleted) in the Outlook calendar.

TriggerInstant

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`.

ActionInstant

New Calendar Event

Triggered when a new calendar event is created in the Outlook calendar.

TriggerInstant

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.

ActionInstant

New Outlook Message

Triggered when a new message is received in the Outlook mailbox.

TriggerInstant

Fetch emails

Fetches a list of email messages from a gmail account, supporting filtering, pagination, and optional full content retrieval.

ActionInstant

New Sent Message

Triggered when a new message is sent from the Outlook mailbox.

TriggerInstant

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`.

ActionInstant

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`.

ActionInstant

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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