Turn Sent Emails into Salesforce Accounts
When you email a company for the first time, Notis automatically creates a matching account in Salesforce—your customer database grows hands-free.
Trigger
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.
Action
Create account
Creates a new account in salesforce with the specified information.
Why this helps
You reach out to new companies via email but never create them as accounts in Salesforce. Over time, you have no record of which companies you're engaging.
- Automatically captures new companies you engage with as Salesforce accounts
- Keeps your account database current without manual data entry
- Prevents duplicate accounts by centralizing company information
Setup
Build it in a few focused steps.
- 1Connect Gmail and Salesforce to Notis.
- 2Create an automation with the prompt: 'When I send an email to someone at a new company, create a Salesforce account with the company name and domain.'
- 3Select 'Email Sent' as your trigger.
- 4Send a test email to someone at a new company—Notis will create the account in Salesforce.
Questions about this workflow
How does Notis know which company I'm emailing?
Notis extracts the domain from the recipient's email address and uses that to identify or infer the company name. You can refine the prompt for custom logic.
What if the company already exists in Salesforce?
Notis is smart about duplicates. If the account already exists, it skips creation to avoid duplication.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Gmail to Salesforce. A trigger fires from one place; an action lands in another.
Gmail triggers
Salesforce 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.
Create Salesforce Account
Deprecated: creates a new salesforce account using a json post request, requiring 'name'; specific fields (e.g., custom, dunsnumber) may have org-level prerequisites.
New Gmail Message Received Trigger
Triggers when a new message is received in Gmail.
Add contact to campaign
Adds a contact to a campaign by creating a campaignmember record, allowing you to track campaign engagement.
Add lead to campaign
Adds a lead to a campaign by creating a campaignmember record, allowing you to track campaign engagement.
Add product to opportunity
Adds a product (line item) to an opportunity. the product must exist in a pricebook entry that's associated with the opportunity's pricebook.
Apply lead assignment rules
Applies configured lead assignment rules to a specific lead, automatically routing it to the appropriate owner based on your organization's rules.
Associate contact to account
Associates a contact with an account by updating the contact's accountid field.
Clone opportunity with products
Clones an opportunity and optionally its products (line items). creates a new opportunity with the same field values and products as the original.
Clone record
Creates a copy of an existing salesforce record by reading its data, removing system fields, and creating a new record. optionally apply field updates to the clone.
Connect any two apps with Notis in the middle.
Not just Gmail and Salesforce. Any combination from 985+ integrations.
When this happens · Trigger
Do this · Action
Save your first hour today.
7 days free trial with 20$ free usage included.
No card. Works with personal or business Salesforce.