Acknowledge new quote requests promptly
Give prospects a clear confirmation that their request was received, while keeping the message grounded in the details provided.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Send Email
Sends an email.
Why this helps
New quote requests compete with client work, and even a simple acknowledgment can be delayed.
- Acknowledge requests sooner
- Avoid retyping request details
- Keep responses limited to verified information
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 send a short acknowledgment only when the webhook includes a valid recipient and sufficient request context.
- 4Choose the webhook trigger and where run reports should go.
- 5Test with one real quote request and verify the recipient and message.
Questions about this workflow
What happens if the recipient address is missing?
The instruction should tell Notis not to send without a valid recipient and to report what is missing.
Will Notis invent quote terms or timelines?
No. Instruct it to use only supplied details and avoid making commitments the request does not support.
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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