Find contract details for a customer email
Bring the relevant subscription contract into view before responding to a plan question.
Trigger
New Email Received
Trigger for new emails in an AgentMail inbox
Action
List Subscription Contracts
Tool to list subscription contracts. Use when retrieving contracts with optional search after confirming a valid API token.
Why this helps
Contract questions can stall while you locate the right customer record and recurring arrangement.
- Speed up contract-related inquiry triage
- Review matching records before responding
- Reduce manual searching across connected tools
Setup
Build it in a few focused steps.
- 1Connect Agent Mail and Appointo once in the Notis portal.
- 2Create an automation and describe which contract inquiries should trigger a search.
- 3Pick the New Email Received trigger from Agent Mail.
- 4Choose where run reports should go, then test with one real contract question.
Questions about this workflow
Will the workflow change a contract?
No. It lists matching subscription contracts for review and does not modify them.
What happens if the customer cannot be identified?
Have Notis report that the email lacks enough identifying information rather than selecting a contract based on a guess.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agent mail to Appointo. A trigger fires from one place; an action lands in another.
Agent mail triggers
Appointo actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
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New Email Received
Trigger for new emails in an AgentMail inbox
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List Products
Tool to fetch all available products. Use when browsing products with optional paging and search. Call after authenticating with Appointo API.
List Subscription Contracts
Tool to list subscription contracts. Use when retrieving contracts with optional search after confirming a valid API token.
Connect any two apps with Notis in the middle.
Agent mail and Appointo, 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 Appointo.