See the conversations connected to open deals
Bring email threads and deal context together for a focused pipeline review.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List Threads
List conversation threads in an inbox.
Why this helps
Open deal conversations are easy to overlook when pipeline reviews and inbox checks happen separately.
- Surface relevant conversations during a pipeline review.
- Understand thread context without searching the CRM separately.
- Spot follow-ups that deserve attention.
Setup
Build it in a few focused steps.
- 1Connect Affinity and Agent mail once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name and prompt.
- 3In one instruction, ask Notis to list relevant Agent mail threads and connect them to open Affinity deals where the available data supports a match.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real pipeline review and check the thread-to-deal matches.
Questions about this workflow
Can every thread be matched to an Affinity deal?
Only where available sender, recipient, or other context supports a reliable match; ask Notis to flag uncertain matches.
Does the workflow alter threads?
No. It lists threads and summarizes their relationship to open deal context.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Affinity to Agent mail. A trigger fires from one place; an action lands in another.
Affinity 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.
Affinity 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.