Check recent email context before following up with leads
Review recent correspondence alongside active leads so your next touchpoint has the right context.
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
Following up without seeing recent email history can create duplicate or poorly timed messages.
- Check recent inbox activity before outreach
- Reduce duplicate follow-ups
- Keep lead review in a scheduled routine
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 active leads to review and to list recent inbox messages that may match using available identifying details.
- 4Choose a recurring schedule and where run reports should go.
- 5Test with one real lead and confirm the listed messages are relevant.
Questions about this workflow
Will it reliably match every email to a lead?
Only when the accessible records provide enough identifying information. Instruct Notis to flag uncertain matches instead of treating them as confirmed.
Does this workflow send anything?
No. It lists messages to help with review; it does not send or modify email.
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
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Agent mail.