Track Lead Progress Visually in Email
New lead created in Salesforce? Their email thread instantly gets a 'new lead' label. As they progress, labels update. Email becomes your visual pipeline.
Trigger
New Lead Trigger
Triggers when a new Lead is created in Salesforce.
Action
Modify thread labels
Adds or removes specified existing label ids from a gmail thread, affecting all its messages; ensure the thread id is valid.
Why this helps
Leads move through your pipeline but their email conversations stay unlabeled and mixed together, making it impossible to see who's where.
- Email threads mirror your sales pipeline visually
- Founder sees lead status at a glance
- Full conversation history stays organized
- No searching for old threads
Setup
Build it in a few focused steps.
- 1Connect both integrations to Notis.
- 2Create automation: 'When a new lead is created in Salesforce, apply a fresh-lead label to any related email threads in Gmail.'
- 3Set trigger to 'New Lead Trigger'.
- 4Test by creating a new lead in Salesforce and checking Gmail threads for the label.
- 5Activate and add rules for other lead status changes in separate automations if desired.
Questions about this workflow
How does Notis find the related email thread?
Notis searches by lead name, company, email, and other identifiers. Specify your preference in the prompt.
Can I label threads for different lead statuses differently?
Yes. Create separate automations for different status triggers, or add conditional logic to your prompt.
What if there's no thread yet?
Notis will label the thread when it appears, or you can specify to create an initial email instead.
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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