Check for replies on client follow-ups you are waiting on
Make it easier to notice when a client has replied, so the next step does not stay buried in a follow-up list.
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
Waiting on replies is hard to track when the inbox and sales records are separate.
- Bring possible replies back to your attention
- Reduce manual cross-checking between records and inbox
- Make uncertain matches visible for review
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 which records indicate a response is pending and to list recent messages for matching client contacts, flagging uncertain matches.
- 4Choose a recurring schedule and where run reports should go.
- 5Test with one real awaiting-response record and verify the messages listed.
Questions about this workflow
Can the workflow confirm a message is a reply to a specific thread?
This action lists messages. Treat matches as possible context unless the returned information clearly links them to the conversation.
What if there are no matching messages?
The report can show that no likely recent message was found, subject to the inbox scope and time window you specify.
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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