Keep Your Inbox Fresh With Automatic Email Archival
Contact info changes in Salesforce? Old emails from that contact get archived with a label so current conversations stay visible and organized.
Trigger
Contact Updated
Triggers when an existing Salesforce Contact record is modified. Emits changed fields alongside relevant timestamps.
Action
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).
Why this helps
Old email conversations with contacts pile up in your active inbox, burying recent and relevant interactions.
- Inbox stays focused on recent interactions
- Old conversations don't get lost
- Complete history retrievable by label
- Zero manual archiving needed
Setup
Build it in a few focused steps.
- 1Connect both integrations to Notis.
- 2Create automation: 'When a contact is updated in Salesforce, find their older emails in Gmail and apply an archived label to keep the inbox clean.'
- 3Set trigger to 'Contact Updated'.
- 4Test by updating a contact and checking for the archive label on old emails.
- 5Refine your archive strategy (how many days old, which labels, etc.) and activate.
Questions about this workflow
How old does an email need to be to get archived?
Define in your prompt (e.g., 'Archive emails older than 30 days from this contact').
Can I unarchive if I need the email?
Yes. Archived emails are just labeled; search by label in Gmail to find them instantly.
Will this affect read/unread status?
No. Archiving via labels preserves your read state. Notis only adds labels.
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.
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When this happens · Trigger
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