Request the client details your records are missing
Turn incomplete records into specific requests, with every message ready for your review before sending.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create Draft
Create a draft and optionally schedule its automatic delivery.
Why this helps
Incomplete client details create repeated interruptions and delay the next step.
- Make record gaps easier to act on
- Ask only for specified missing details
- Avoid sending when contact information is absent
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 details to check and to draft a request only when a known contact and recipient are available.
- 4Choose a recurring schedule and where run reports should go.
- 5Test with one real incomplete record and review the requested details.
Questions about this workflow
Can I choose which details count as missing?
Yes. List the details in the plain-language instruction, limited to fields available in AgencyZoom.
Will it contact a client if the email is unknown?
No. Tell Notis to skip the draft and report the missing recipient when no valid address is available.
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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No card. Works with personal or business Agent mail.