Archive Sent Emails as Salesforce Notes
Notis captures every important email you send and stores it as a note in Salesforce—your complete communication record stays in one place.
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 note
Creates a new note attached to a salesforce record with the specified title and content.
Why this helps
You send emails about customer interactions but never document them in Salesforce. Later, you or a teammate can't find the context and you re-do work.
- Creates a permanent, searchable record of sent emails in Salesforce
- Ensures teammates see the full communication history with customers
- Eliminates the need to re-explain or re-find conversations
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 a customer, create a note in Salesforce with the recipient, subject, and message content.'
- 3Choose 'Email Sent' as your trigger.
- 4Send a test customer email—Notis will create a timestamped note in Salesforce automatically.
Questions about this workflow
Will this create notes for all my sent emails or only certain ones?
You control this. Refine your prompt to 'only for customer emails' or 'when I send attachments' if you want selective logging.
Can the note include the full email body?
Yes. Notis stores the complete subject line and message content, creating a detailed record attached to the relevant Salesforce record.
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
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