Turn WhatsApp lead chats into email briefs
Keep prospect needs and the next sales question together in a concise email brief.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Send Email
Send an email using agentmail api
Why this helps
Prospect details can be lost when a promising WhatsApp conversation arrives while you are focused elsewhere.
- Summarize the prospect's stated needs for follow-up.
- Surface unanswered questions without guessing the answers.
- Keep the lead's conversation context in email.
Setup
Build it in a few focused steps.
- 1Connect 2chat and Agent mail once in the Notis portal.
- 2Create an automation in the portal or tell Notis what outcome you want.
- 3In one instruction, ask Notis to email a lead brief from the webhook chat and list any unanswered qualification questions.
- 4Choose the Notis webhook trigger and where run reports should go.
- 5Test with one real example by sending a prospect chat to the webhook.
Questions about this workflow
Can Notis score the lead?
You can provide qualification criteria in the instruction, but any score should be based only on evidence included in the conversation.
Can it fill in company or budget details?
Only when those details are supplied in the chat. Otherwise ask Notis to list them as unknown.
Does this send a reply to the prospect?
No. The action sends an email summary through Agent mail.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link 2chat to Agent mail. A trigger fires from one place; an action lands in another.
2chat triggers
Agent mail actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Get Message
Get a specific message from an agentmail inbox
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
List Messages
List messages from an agentmail inbox
Send Email
Send an email using agentmail api
Connect any two apps with Notis in the middle.
2chat and Agent mail, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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