Automate Welcome Emails for Every New Account
New accounts get your welcome message immediately, no manual sending. Perfect for founders who want to make a strong first impression without remembering to reach out.
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
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
New accounts get created in Salesforce but you forget to send the welcome email, leaving a gap in the customer journey.
- Instant outreach to new accounts
- Consistent first impressions
- No manual email drafting
- Reduces response time by hours
Setup
Build it in a few focused steps.
- 1Connect Salesforce and Gmail to Notis (both one-time setup in the Notis portal).
- 2Ask Notis: 'Send a welcome email to Gmail whenever a new account is created in Salesforce.' Or open Automations in the portal, create a new automation, and write that instruction as your prompt.
- 3Select 'Account Created or Updated' as your trigger and pick the channel where Notis will report runs.
- 4Test by creating a test account in Salesforce and verify the email arrives in Gmail.
- 5Refine the email text in your Notis prompt if needed and activate the automation.
Questions about this workflow
Can I customize the email text?
Yes. Include your desired email template or message in the automation prompt. Notis will use your text when sending.
What happens if the account has no email address?
Notis will skip sending if a required email field is missing. You can specify which account contact should receive the email in your prompt.
Can I send to multiple recipients?
Yes. Describe in your prompt who should receive the welcome email (e.g., the account owner, primary contact, etc.).
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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