Reach Every New Lead Before Anyone Else
New lead lands in Salesforce? An email reaches them in seconds. No context-switching, no manual sending, no lead slipping away.
Trigger
New Lead Trigger
Triggers when a new Lead is created in Salesforce.
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
New leads sit in Salesforce for hours before you remember to email them, by which time they've already talked to a competitor.
- First-response advantage
- Speed compounds into deal wins
- No more forgotten leads
- Consistent response time always
Setup
Build it in a few focused steps.
- 1Connect Salesforce and Gmail in the Notis portal (one-time).
- 2Create a new automation with the prompt: 'Send an email to every new lead in Gmail, introducing myself and asking about their needs.' Personalize the message.
- 3Set the trigger to 'New Lead Created'.
- 4Pick a Notis channel to track runs (Slack, email, etc.).
- 5Test with a new lead, verify the email sends, and activate.
Questions about this workflow
What if the lead has no email address?
Notis skips sending if the email field is empty. You can also add a fallback action in your prompt.
Can I use different templates for different lead sources?
Yes. Describe your logic in the prompt (e.g., 'If source is website, use template A; if source is referral, use template B').
How do I prevent double-sending?
Notis automation runs only once per trigger event, so no duplicates. Each new lead = one email.
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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