Turn Gmail Sends into Salesforce Opportunities
Every time you send an important email, Notis instantly creates a matching opportunity in Salesforce—no switching between apps, no forgotten follow-ups.
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 opportunity
Creates a new opportunity in salesforce with the specified information.
Why this helps
You send emails about potential deals but forget to log them in Salesforce. By the time you remember, details are lost in your inbox and your pipeline is out of sync.
- Captures deal context immediately when you send it—no manual re-entry
- Keeps your Salesforce pipeline real-time and accurate
- Prevents dropped deals from falling through the cracks
Setup
Build it in a few focused steps.
- 1Connect your Gmail and Salesforce accounts to Notis (one-time setup).
- 2In the Notis portal, create a new automation with the prompt: 'When I send an email, create an opportunity in Salesforce with the recipient, subject, and key details.'
- 3Select 'Email Sent' as your trigger and choose Slack or email for run reports.
- 4Test by sending a real email—watch Notis create the opportunity in Salesforce.
Questions about this workflow
Will every email I send create an opportunity?
Yes, but Notis interprets your plain-language prompt intelligently. You can refine it to something like 'Only create opportunities for emails I send to new contacts' if you prefer filtering.
What fields does Notis populate in the opportunity?
Notis uses the email's subject, recipient, and metadata to intelligently populate the opportunity name, close date, and stage based on context clues in your email.
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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