Find customer context when a new email arrives
Start each reply with relevant customer context by looking up matching Appdrag records from the incoming message.
Trigger
New Email Received
Trigger for new emails in an AgentMail inbox
Action
Visual SQL SELECT
Tool to execute a Visual SELECT Cloud Backend function. Use when you need to read rows from a database table using a visual SQL function configured in AppDrag.
Why this helps
Searching for a customer's history before replying adds another task to an already busy inbox.
- Retrieve matching records without a separate manual search.
- Give replies more context from your Appdrag database.
- Make customer follow-up faster and more consistent.
Setup
Build it in a few focused steps.
- 1Connect Agent mail and Appdrag once in the Notis portal.
- 2Create an automation in Automations, New Automation, or tell Notis what to build from any channel.
- 3Instruct Notis which customer clue to identify and what relevant record details to retrieve.
- 4Select New Email Received and choose where Notis should send run reports.
- 5Test with a real email whose customer record is available in Appdrag.
Questions about this workflow
Can it update the customer record too?
This workflow uses Visual SQL SELECT to read matching records. Choose an appropriate update action and workflow if you need to change data.
What information should I ask Notis to look for?
Name a reliable clue present in incoming messages, such as an email address or customer identifier, and describe which record details would help.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agent mail to Appdrag. A trigger fires from one place; an action lands in another.
Agent mail triggers
Appdrag actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
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Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Execute Preprod Function (DELETE)
Tool to execute the pre-production version of a Cloud Backend API function via DELETE. Use when you need to test or validate delete operations in the preprod environment before production deployment.
New Email Received
Trigger for new emails in an AgentMail inbox
Execute PROD API Function (GET)
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Execute Dev Function (PATCH)
Tool to execute the development version of a Cloud Backend API function via PATCH. Use after deploying or updating your function to the dev environment.
Execute Cloud Backend function via POST
Tool to execute a Cloud Backend API function via POST on the default environment. Use when you need to call a function with POST parameters and optional APIKey.
Execute Function POST (Preprod Env)
Tool to execute a Cloud Backend API function via POST on the preprod environment. Use when you need to test a function in the preprod environment before releasing to production. Include apiKey if your function requires APIKey security.
Execute Cloud Backend function via PUT (default)
Tool to execute a Cloud Backend API function via PUT on the default environment. Use when you need to call a function with PUT parameters and optional APIKey.
Execute Cloud Backend function via PUT (preprod)
Tool to execute a Cloud Backend API function via PUT on the preprod environment. Use when you need to call a function with PUT parameters and optional APIKey in preprod.
Connect any two apps with Notis in the middle.
Agent mail and Appdrag, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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No card. Works with personal or business Appdrag.