Keep Email Conversations Aligned With Your Deals
Opportunity changes in Salesforce? The relevant email thread gets an instant update. Everyone stays in sync without you juggling both systems.
Trigger
New or Updated Opportunity
Triggers when a Salesforce Opportunity is created or updated.
Action
Reply to email thread
Sends a reply within a specific gmail thread using the original thread's subject, requiring a valid `thread id` and correctly formatted email addresses. supports attachments via the `attachment` parameter with valid `s3key`, `mimetype`, and `name`.
Why this helps
Deal progress updates happen in Salesforce but the email thread stays silent, leaving stakeholders confused about where things stand.
- Email conversations stay current with deals
- Stakeholders get real-time updates
- Single source of truth feeling
- Reduces confusion about deal status
Setup
Build it in a few focused steps.
- 1Connect both integrations to Notis.
- 2Create automation: 'When an opportunity is created or updated in Salesforce, reply in the related email thread summarizing the status and next steps.'
- 3Select 'New or Updated Opportunity' as trigger.
- 4Test by updating an opportunity in Salesforce and check for the reply in Gmail.
- 5Activate and monitor for accuracy in your first few runs.
Questions about this workflow
How does Notis know which email thread to reply to?
Notis looks for email threads related to the opportunity's account or contact. You can also specify a custom matching rule in your prompt.
Can I prevent replies from going to certain deals?
Yes. Add conditions in your prompt like 'Only reply if opportunity is over $10k' or 'Skip internal deals'.
What happens if there's no related email thread?
Notis can create a new email to relevant stakeholders instead, or skip the action. Specify 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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