Every Client Email in Your CRM, Automatically
Managing client relationships requires knowing what was said, when, and with whom. But if your client emails are scattered across individual mailboxes and your CRM isn't updated, you lose context and miss opportunities. This workflow automatically logs every client email to your Notion CRM database, so you always have a complete communication history.
Trigger
New Gmail Message Received Trigger
Triggers when a new message is received in Gmail.
Action
Insert row database
Creates a new page (row) in a specified notion database.
Why this helps
Client information lives in multiple places: someone's email, a CRM tool that's not used consistently, and scattered notes. New team members can't see communication history, and you end up repeating information or missing context in conversations.
- Every client interaction is automatically recorded in your CRM for the team to see
- No more updating the CRM manually or letting communication fall through the cracks
- New team members have immediate access to complete client communication history
Setup
Build it in a few focused steps.
- 1Connect Gmail and Notion to Notis.
- 2Tell Notis: 'When I receive an email from a client, add a new record to my Clients database in Notion with their name, email, subject, date received, and message summary.'
- 3Notis will ask how to identify a client email (e.g., emails from specific domains, senders with a label, or people in a list you provide).
- 4Specify your Notion Clients database and which properties to populate (Client Name, Email, Date, Subject, Message, etc.).
- 5Choose your trigger and notification channel, then send a test email from a client to verify the automation works.
Questions about this workflow
How does Notis know who the client is?
You define this in your prompt. Tell Notis: 'Emails from these email domains are clients' or 'Emails from people with the label CLIENT' or 'Emails from this list of email addresses.' Notis learns your definition.
What if a client sends multiple emails? Will they create duplicate database entries?
Tell Notis to update the existing client record instead of creating a new one. Notis can append each new email to the communication history on the existing client page.
Can my team access these client records?
Yes, if they have access to your Notion workspace. The entire team can see the communication log and stay synchronized on client interactions.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Gmail to Notion. A trigger fires from one place; an action lands in another.
Gmail triggers
Notion actions
Email Sent
Triggers when a Gmail message is sent by the authenticated user. It polls the 'SENT' label and emits metadata including sender, recipients, subject, timestamp, and thread ID.
Add multiple content blocks (bulk, user-friendly)
Efficiently adds multiple standard content blocks to a notion page in a single api call with automatic markdown parsing. the 'content' field in notionrichtext blocks now automatically detects and parses markdown formatting including headers (# ## ###), bold (**text**), italic (*text*), strikethrough (~~text~~), inline code (`code`), links ([text](url)), and more. ideal for bulk content creation, ai agents, and replacing multiple individual add page content calls. supports automatic text formatting, content splitting, and up to 100 blocks per request.
New Gmail Message Received Trigger
Triggers when a new message is received in Gmail.
Add content to Notion page
Deprecated: appends a single content block to a notion page or a parent block (must be page, toggle, to-do, bulleted/numbered list, callout, or quote); invoke repeatedly to add multiple blocks.
Append complex blocks (advanced, full control)
Appends complex blocks with full notion block structure to a parent block or page. use for advanced scenarios requiring precise control: code blocks, tables, embeds, nested children within blocks, or when working with pre-built notion block objects. requires full notion api block schema - use add multiple page content for simpler content creation.
Archive Notion Page
Archives (moves to trash) or unarchives (restores from trash) a specified notion page.
Create comment
Adds a comment to a notion page (via `parent page id`) or to an existing discussion thread (via `discussion id`); cannot create new discussion threads on specific blocks (inline comments).
Create Notion Database
Creates a new notion database as a subpage under a specified parent page with a defined properties schema; use this action exclusively for creating new databases.
Create Notion page
Creates a new empty page in a notion workspace.
Delete a block
Archives a notion block, page, or database using its id, which sets its 'archived' property to true (like moving to "trash" in the ui) and allows it to be restored later.
Connect any two apps with Notis in the middle.
Not just Gmail and Notion. Any combination from 985+ integrations.
When this happens · Trigger
Do this · Action
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