Never Miss Celebrating a Deal Close
Opportunity closes in Salesforce? An email reaches your team and the client immediately. Wins get celebrated, next steps clear, energy preserved.
Trigger
New or Updated Opportunity
Triggers when a Salesforce Opportunity is created or updated.
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
Deals close in Salesforce but no one celebrates or communicates next steps, leaving stakeholders wondering what happened next.
- Deals stay visible to the team
- Client knows they've won
- Next steps trigger automatically
- Culture of transparency maintained
Setup
Build it in a few focused steps.
- 1Connect both integrations (one-time setup).
- 2Create automation: 'When an opportunity is marked closed won in Salesforce, send a celebration email to the team and client in Gmail with details and next steps.'
- 3Set trigger to 'New or Updated Opportunity'.
- 4Test by closing a test opportunity in Salesforce.
- 5Activate and watch closure emails flow.
Questions about this workflow
Can I send different emails for different outcome types?
Yes. Specify in your prompt to send different messages for 'closed won' vs 'closed lost' deals.
Who gets the email?
Define in your prompt: account owner, sales team, executive sponsor, client contact, or others.
What information should be included?
Deal amount, expected close date, next phases, onboarding timeline, etc. Customize 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.
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When this happens · Trigger
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