Keep deal follow-ups moving with Agent Mail drafts
When a deal changes, prepare the next email while the context is still fresh.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Draft
Create a draft and optionally schedule its automatic delivery.
Why this helps
Deal follow-ups slip when you have to reopen a CRM record, reconstruct the conversation, and write the email from scratch.
- Prepare a timely follow-up from deal context
- Keep the email in drafts for review before sending
- Reduce time spent switching between CRM and inbox
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 that a webhook request about a deal update should produce a concise Agent Mail follow-up draft using the supplied context.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one real deal update and review the resulting draft.
Questions about this workflow
Does this send the follow-up automatically?
No. It creates an Agent Mail draft for you to review.
What starts the automation?
A webhook request starts it. Configure an ActiveCampaign automation or another connected system to send a request with the deal context.
What if the webhook has too little context?
Have Notis use only the details provided and flag missing information in the run report rather than inventing deal history.
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.
Get Message
Retrieves the full details of an email message from an inbox.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Draft
Create a draft and optionally schedule its automatic delivery.
List Messages
Lists messages in an inbox.
Create Inbox
Create an inbox for sending and receiving messages.
Send Email
Sends an email.
Create Inbox API Key
Create an inbox-scoped API key; omitting permissions grants all available inbox permissions.
Delete Thread
Permanently delete a thread and all its messages.
Get API Key
Retrieve API key details without exposing its secret.
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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