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See which contact replies need your attention

Bring inbox responses and CRM context into one focused review, without opening every thread first.

Trigger

Recurring schedule

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

Action

List Messages

Lists messages in an inbox.

Why this helps

It takes attention and time to compare incoming email with CRM context and decide which replies need action.

  • Summarize messages that appear connected to CRM contacts
  • Highlight questions or responses that may need a next step
  • Keep the review in a run report without sending messages

Setup

Build it in a few focused steps.

  • 1Connect ActiveCampaign and Agent Mail once in the Notis portal.
  • 2Create a new automation in Automations, or tell Notis to create one from any channel.
  • 3Describe the messages and contact context to review, and ask for a concise triage report without sending or replying.
  • 4Pick a recurring schedule trigger and choose where run reports should go.
  • 5Test with one real inbox review and check the summary against the source messages.

Questions about this workflow

Does the workflow reply to messages?

No. It lists available messages and uses the run report for triage; it does not send or reply.

Can it match every message to a contact?

Only when the available message and contact details support a reliable match. Ambiguous matches should be reported as uncertain.

What if the inbox contains too many messages?

Use the prompt to define a bounded review period or criteria, provided the available message data supports them.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link Active campaign to Agent mail. A trigger fires from one place; an action lands in another.

Active campaign triggers

Agent mail actions

Recurring trigger

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

TriggerScheduled

Get Message

Retrieves the full details of an email message from an inbox.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Create Draft

Create a draft and optionally schedule its automatic delivery.

ActionInstant

List Messages

Lists messages in an inbox.

ActionInstant

Create Inbox

Create an inbox for sending and receiving messages.

ActionInstant

Send Email

Sends an email.

ActionInstant

Create Inbox API Key

Create an inbox-scoped API key; omitting permissions grants all available inbox permissions.

ActionInstant

Delete Thread

Permanently delete a thread and all its messages.

ActionInstant

Get API Key

Retrieve API key details without exposing its secret.

ActionInstant

Connect any two apps with Notis in the middle.

Active campaign and Agent mail, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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No card. Works with personal or business Agent mail.