Keep document updates in the right email thread
Carry a document status change into the conversation already discussing it.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Reply To Message
Reply to a message within its existing thread.
Why this helps
A status update sent as a new email can split context across threads and create extra searching.
- Preserve the existing Agent mail conversation.
- Use document status information present in the webhook request.
- Keep related follow-up together for easier retrieval.
Setup
Build it in a few focused steps.
- 1Connect ActiveMerge and Agent mail once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name.
- 3Tell Notis to reply to the referenced message with the document update included in the request.
- 4Pick the webhook trigger and have the external sender call its URL with an Agent mail message reference and the update.
- 5Choose a report channel, then test with one real update and message reference.
Questions about this workflow
What is needed to reply in the correct thread?
The request must identify the Agent mail message to reply to. Notis can use only references and update details supplied to it.
Does this create a new conversation?
Reply To Message is intended to preserve the selected message's Agent mail thread.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link ActiveMerge to Agent mail. A trigger fires from one place; an action lands in another.
ActiveMerge 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.
ActiveMerge and Agent mail, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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