Never Miss a Contact Update - Get Drafts Ready Instantly
Every contact change in Salesforce becomes a ready-to-send draft in Gmail. No more scrambling to remember what changed and what you should say.
Trigger
Contact Updated
Triggers when an existing Salesforce Contact record is modified. Emits changed fields alongside relevant timestamps.
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
Contact info updates in Salesforce but you forget to follow up, or you spend 10 minutes drafting an email from scratch each time.
- Drafts appear instantly in Gmail
- Reduces cognitive load on remembering to follow up
- Keeps responses contextual
- No blank canvas problem
Setup
Build it in a few focused steps.
- 1Connect both integrations to Notis (one-time portal setup).
- 2Open Automations, create new automation, and describe your follow-up approach: 'When a contact is updated in Salesforce, create a draft email in Gmail acknowledging the change and suggesting next steps.'
- 3Select 'Contact Updated' as the trigger.
- 4Test by updating a contact in Salesforce (e.g., change job title or status).
- 5Review the draft that appears in Gmail, tweak your prompt if needed, and activate.
Questions about this workflow
What information gets included in the draft?
Notis uses the contact's updated fields (name, title, company, etc.) to personalize the draft. You can specify in your prompt what information to highlight.
Will the draft be sent automatically or do I review first?
Drafts are created for your review. You can send, edit, or discard them in Gmail before sending.
Can the email be addressed to different contacts?
Yes. Specify in your prompt who the email should go to (e.g., the contact themselves, their manager, your account team).
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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