Turn Account Changes Into Stakeholder Updates
Account details change in Salesforce? A draft email appears in Gmail with a summary ready to send. Stakeholders stay informed without your manual drafting.
Trigger
Account Created or Updated
Triggers when an Account is created or updated in Salesforce. Uses LastModifiedDate high-watermark to capture both creations and updates.
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
Accounts are updated in Salesforce but stakeholders don't know, and you don't have energy to draft an email from scratch to tell them.
- Stakeholders stay informed automatically
- Reduces draft-writing cognitive load
- Professional summaries generated instantly
- No blank-canvas paralysis
Setup
Build it in a few focused steps.
- 1Connect both integrations to Notis.
- 2Create automation: 'When an account is updated in Salesforce, create a draft email in Gmail summarizing the changes and suggesting next steps to send to stakeholders.'
- 3Set trigger to 'Account Created or Updated'.
- 4Test by updating an account in Salesforce and reviewing the draft in Gmail.
- 5Refine the email format in your prompt and activate.
Questions about this workflow
What information goes into the summary?
Notis includes the account name, key field changes, updated contact info, and any relevant timeline. Customize in your prompt.
Who should the draft be sent to?
Specify in your prompt: account owner, executive sponsor, team members, the client themselves, or others.
Can I send immediately instead of drafting?
Yes. Change your prompt to 'Send the email' instead of 'create a draft' and Notis will send automatically.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Salesforce to Gmail. A trigger fires from one place; an action lands in another.
Salesforce triggers
Gmail actions
Account Created or Updated
Triggers when an Account is created or updated in Salesforce. Uses LastModifiedDate high-watermark to capture both creations and updates.
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).
Contact Updated
Triggers when an existing Salesforce Contact record is modified. Emits changed fields alongside relevant timestamps.
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.
Record Updated (Generic SObject)
Triggers when monitored fields change on any Salesforce SObject. You specify the SObject type and which field values should be returned in the payload. The trigger uses SystemModstamp to detect changes regardless of which specific field changed.
Create label
Creates a new label with a unique name in the specified user's gmail account.
New Contact Trigger
Triggers when a new Contact is Created in Salesforce.
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 Lead Trigger
Triggers when a new Lead is created in Salesforce.
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 or Updated Opportunity
Triggers when a Salesforce Opportunity is created or updated.
Fetch emails
Fetches a list of email messages from a gmail account, supporting filtering, pagination, and optional full content retrieval.
Task Created or Completed
Triggers when a Task is created or when its status changes to Completed in Salesforce. Supports optional filtering by task Status or Subject.
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 Salesforce and Gmail. Any combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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