Never Scramble to Draft Opportunity Emails Again
Opportunity details change? A Gmail draft appears with a summary ready for your client. No manual drafting, no blank page paralysis.
Trigger
New or Updated Opportunity
Triggers when a Salesforce Opportunity is created or updated.
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
Opportunities get updated in Salesforce but you struggle to compose follow-up emails to clients, so weeks pass without communication.
- Drafts appear instantly
- Client communication accelerates
- Reduces cognitive load of drafting
- Professional email every time
Setup
Build it in a few focused steps.
- 1Connect both integrations to Notis.
- 2Create automation: 'When an opportunity is updated in Salesforce, create a draft email in Gmail to the client summarizing the update and next steps.'
- 3Set trigger to 'New or Updated Opportunity'.
- 4Test by updating an opportunity in Salesforce and checking for the draft in Gmail.
- 5Activate and refine the draft template as needed.
Questions about this workflow
Can I send automatically instead of drafting?
Yes. Change your prompt to 'Send' instead of 'draft' and Notis will send directly to the client.
What if the opportunity is internal?
Specify in your prompt to skip email for certain deal types or include different recipients.
Can the email include deal details from Salesforce?
Yes. Notis pulls opportunity details like amount, stage, timeline into the draft automatically.
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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