Start conversations with leads who have not been contacted
Give new leads a thoughtful first message without piecing their details together by hand.
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
New leads can wait too long when first outreach competes with everything already in progress.
- Make first outreach easier to start
- Use relevant details already in the record
- Review personalization before sending
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 what counts as no recorded outreach and to draft an introduction only when a valid recipient is available.
- 4Choose a recurring schedule and where run reports should go.
- 5Test with one real uncontacted lead and review the draft.
Questions about this workflow
Can it personalize the introduction?
Yes, using relevant information available in the record. Tell Notis to omit any detail that is missing or uncertain.
How does it know outreach has not happened?
The accessible AgencyZoom records need to expose outreach history or a status you can name in your instruction.
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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