Plan Your Weekly Outreach in One Step
Every Monday morning, Notis fetches your Gmail contact list for the week. Plan outreach without scrambling to remember who to call.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get contacts
Fetches contacts (connections) for the authenticated google account, allowing selection of specific data fields and pagination.
Why this helps
Week starts but you don't know who to prioritize for outreach because your contact list is scattered between Salesforce and email.
- Weekly planning becomes automatic
- Consistent outreach rhythm established
- Contact list always current
- Reduces planning cognitive load
Setup
Build it in a few focused steps.
- 1Connect Gmail to Notis (one-time portal setup).
- 2Create automation: 'Every Monday at 9 AM, fetch my Gmail contacts list so I can prioritize outreach for the week.'
- 3Set trigger to 'Notis Cron (Weekly)'.
- 4Test the first Monday run and review the contact list.
- 5Add this to your weekly ritual and activate permanently.
Questions about this workflow
Can I filter to only important contacts?
Yes. Specify in your prompt which contact groups or labels to include.
What day and time work best?
Monday morning before your outreach day is ideal. Pick whatever time matches your routine.
Can I get different lists for different teams?
Yes. Create separate automations with different contact filters for each team.
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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