Keep Your Email Inbox in Sync With Your CRM
Every morning, Notis fetches your new emails from the past day so you can log them into Salesforce. No email gets lost in the chaos.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Fetch emails
Fetches a list of email messages from a gmail account, supporting filtering, pagination, and optional full content retrieval.
Why this helps
Emails accumulate in Gmail but you never log them into Salesforce, creating a split brain between your email and your CRM.
- No emails slip through to Salesforce
- Consistent daily review habit established
- Structured logging opportunity
- Better CRM data quality
Setup
Build it in a few focused steps.
- 1Connect both integrations to Notis.
- 2Create automation: 'Every morning at 9 AM, fetch all emails from the past 24 hours so I can review and log them to Salesforce.'
- 3Set trigger to 'Notis Cron (Daily)' and pick your preferred time.
- 4Test the first run and verify you get the email list.
- 5Activate and add the list review to your daily routine.
Questions about this workflow
What time should I run this?
Pick a time you review email (e.g., 9 AM or end of day). Notis will fetch consistently at that time.
Can I filter which emails get fetched?
Yes. Specify in your prompt to exclude certain senders, labels, or search criteria.
How many emails will be fetched?
By default, recent emails from your search criteria. Customize the limit in your prompt.
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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