Follow up on quotes that are still pending
Give pending quotes a thoughtful next touchpoint without restarting the research from scratch.
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
Pending quotes can fade from view while newer requests take priority.
- Keep pending quotes visible
- Make follow-up easier to start
- Avoid unsupported pricing or timing claims
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 quote statuses count as pending and to draft a brief check-in using only available details.
- 4Choose a recurring schedule and where run reports should go.
- 5Test with one real pending quote and review the message.
Questions about this workflow
Can the draft include the quote amount?
Only if that amount is available and you explicitly want it included. Otherwise, the draft should avoid quoting terms.
Will Notis decide which quotes are pending?
Specify the status values or rule in your instruction. Notis can only check information available in AgencyZoom.
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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