Turn new lead emails into a useful intake form
When a prospect asks for more information, create a focused Byteforms form to gather the context your team needs for a good next conversation.
Trigger
New Email Received
Trigger for new emails in an AgentMail inbox
Action
Create form
Tool to create a new form. use when you need to define and store a form structure.
Why this helps
Promising inquiries often stall while you work out what to ask next and build a form by hand.
- Reduce the time between an inquiry and a useful next step.
- Create a consistent way to collect lead context.
- Spend less time drafting intake questions from scratch.
Setup
Build it in a few focused steps.
- 1Connect Agent mail and Byteforms once in the Notis portal.
- 2Create an automation and tell Notis to recognize product or service inquiries and create a concise lead qualification form from the email context.
- 3Pick Agent mail's New Email Received trigger and choose where run reports should go.
- 4Test with one real inquiry and review the form created in Byteforms.
Questions about this workflow
Does this create a form for every new email?
Describe in the automation instruction which inquiries should result in a form. Notis runs on the New Email Received trigger and uses your instruction to decide what to create.
What should the form ask?
Tell Notis what context helps qualify a lead, such as goals, timing, or team size. Keep any sensitive or unnecessary questions out of the instruction.
Does this send the form to the prospect?
No. The listed Byteforms action creates a form. Sending or sharing it requires a separate capability not listed here.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agent mail to Byteforms. A trigger fires from one place; an action lands in another.
Agent mail triggers
Byteforms actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create form
Tool to create a new form. use when you need to define and store a form structure.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Delete Form
Tool to delete a form by its id. use when you need to remove an existing form permanently.
New Email Received
Trigger for new emails in an AgentMail inbox
Get all forms
Tool to fetch all forms created by the authenticated user. use after authentication to list existing forms.
Get Form By ID
Tool to retrieve a specific form using its id. use when you need to fetch form details by providing the form's unique identifier.
Get Form Responses
Tool to retrieve responses for a specific form with optional pagination and filtering. use when the form has collected submissions and you need to navigate large result sets.
Connect any two apps with Notis in the middle.
Agent mail and Byteforms, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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