Review recent email context when a client event needs attention
Bring the recent conversation into view when a client update or task prompts a follow-up decision.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
List Messages
Lists messages in an inbox.
Why this helps
Acting on a client event without the latest email context can mean repeating questions or missing a recent reply.
- Review recent correspondence at the point of need
- Reduce duplicate questions and outreach
- Keep the lookup tied to a specific client event
Setup
Build it in a few focused steps.
- 1Connect AgencyZoom and Agent Mail once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3Tell Notis to list recent messages for the identified client recipient and to flag uncertain recipient matches.
- 4Choose the webhook trigger and where run reports should go.
- 5Test with one real client event and confirm the messages belong to the intended contact.
Questions about this workflow
Does it retrieve full message contents?
This workflow lists messages. Use the list as a starting point to identify the relevant correspondence.
What if multiple clients share an address or name?
Tell Notis to report ambiguous matches and avoid presenting them as confirmed.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agencyzoom to Agent mail. A trigger fires from one place; an action lands in another.
Agencyzoom 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.
Agencyzoom and Agent mail, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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