Connect Any External System to Email
Your external systems, APIs, and webhooks can now trigger emails via Salesforce. Build workflows that span your entire stack without context-switching.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
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
External tools (forms, apps, backend systems) have important events but you manually copy data and send emails, creating bottlenecks and errors.
- Any external system can trigger emails
- Eliminates manual data copying
- Reduces context-switching
- Scalable workflow foundation
Setup
Build it in a few focused steps.
- 1Connect Gmail to Notis (one-time setup).
- 2Create automation: 'When a webhook is received, send an email to the appropriate recipient with the payload details.'
- 3Set trigger to 'Notis Webhook' and copy the generated webhook URL.
- 4Configure your external system (form, API, backend) to POST to the Notis webhook URL when events occur.
- 5Test by triggering an event in your external system and verifying the email arrives.
Questions about this workflow
What data can the webhook send?
Any JSON payload. Notis parses it and includes relevant fields in the email based on your prompt.
Can different webhooks trigger different emails?
Yes. Create separate automations for different webhook URLs or add logic in your prompt to branch based on payload content.
Is the webhook URL secure?
Yes. It's unique to your automation and Notis validates it. Keep the URL private like an API key.
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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