Keep important customer email context on the profile
Give your team the context they need without forwarding the same email or searching through old threads.
Trigger
New Email Received
Trigger for new emails in an AgentMail inbox
Action
Create a customer note
Adds a new note to an existing customer's profile using their id; cannot be used to edit or retrieve existing notes.
Why this helps
Customer requests and decisions can be hard to find when they live only in an inbox.
- Keep key customer communications near the customer record.
- Make handoffs easier by preserving the request and outcome.
- Reduce time spent searching inbox history.
Setup
Build it in a few focused steps.
- 1Connect Agent Mail and AgencyZoom once in Notis.
- 2Create an automation in the portal or by telling Notis what outcome you want.
- 3In one instruction, ask Notis to find the existing customer, summarize only useful context from the email, and add a profile note when the match is clear.
- 4Pick Agent Mail's New Email Received trigger and choose where run reports should go.
- 5Test with one real customer email and confirm the note appears on the correct profile.
Questions about this workflow
How is this different from a lead note?
This action adds a note to an existing customer profile. Use a lead note when the record is a prospect lead instead.
Will it retrieve or edit old notes?
No. It only adds a new note and cannot edit or retrieve existing notes.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agent mail to Agencyzoom. A trigger fires from one place; an action lands in another.
Agent mail triggers
Agencyzoom actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Authenticate for JWT via V4 SSO
Authenticates a user via v4 single sign-on (sso) using the provided callback `code` (typically required for success) to retrieve a jwt and initial user session information.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Batch create contacts
Creates 1 to 5 new contacts in agencyzoom in a single batch api call.
New Email Received
Trigger for new emails in an AgentMail inbox
Batch create leads
Creates up to 5 new leads in agencyzoom; all referenced entity ids (e.g., pipeline, user, custom field names) must exist, and organization `name` is required if `isbusiness` is true.
Batch delete tasks
Deletes multiple agencyzoom tasks in a batch; task deletion is permanent and the response indicates overall batch success, not individual task status.
Change lead status
Updates a lead's lifecycle status (e.g., active, won, lost, x-dated) and can optionally manage its workflow, pipeline, stage, source, or associated tags.
Mark task as completed
Marks an existing and accessible task in agencyzoom as 'completed'; this action does not return the full updated task object.
Create a customer note
Adds a new note to an existing customer's profile using their id; cannot be used to edit or retrieve existing notes.
Create a driver for an opportunity
Creates a new driver record associated with an existing agencyzoom opportunity using its id; full driver details are handled by the api endpoint directly, not specified in this action's request.
Connect any two apps with Notis in the middle.
Agent mail and Agencyzoom, 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 Agencyzoom.