Keep demo inquiries ready for follow-up
Demo requests arrive in your inbox. Notis can make sure the interested contact reaches Campayn.
Trigger
New Email Received
Trigger for new emails in an AgentMail inbox
Action
Create Contact
Tool to create a new contact in a specific list. use when you need to add a contact after gathering details.
Why this helps
A promising demo request can disappear beneath other inbox work before it reaches your follow-up list.
- Capture contacts from demo inquiry emails.
- Keep prospect follow-up details in Campayn.
- Spend less time re-entering information.
Setup
Build it in a few focused steps.
- 1Connect Agent mail and Campayn once in the Notis portal.
- 2Create an automation in Automations, New Automation, or describe the outcome to Notis from any channel.
- 3Tell Notis to create a Campayn contact for each email requesting a demo and name the destination list.
- 4Choose Agent mail's New Email Received trigger.
- 5Select a report channel and test with one real demo inquiry.
Questions about this workflow
What if the email does not include all contact details?
Notis can only use information available in the message. Specify how to handle missing details in your instruction.
Does this book the demo?
No. The available Campayn action creates a contact; it does not schedule meetings.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agent mail to Campayn. A trigger fires from one place; an action lands in another.
Agent mail triggers
Campayn actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Contact
Tool to create a new contact in a specific list. use when you need to add a contact after gathering details.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Delete Contact
Tool to delete a specific contact. use when you need to remove a contact permanently after confirming it should be deleted. example: "delete contact 123".
New Email Received
Trigger for new emails in an AgentMail inbox
Delete List
Tool to delete a specific contact list. use when cleaning up unused lists after confirming they are no longer needed. example: "delete list 123".
Delete webform
Tool to delete a specific webform. use when removing outdated or unnecessary webforms after confirming they are no longer needed. example: "delete webform 123".
Get Contact
Tool to retrieve a specific contact by id. use when you need to fetch full contact details after confirming the contact id.
Get Contacts
Tool to retrieve all contacts in a specified list. use when you need to fetch list contacts after confirming list id.
Get List
Tool to retrieve a specific contact list by id. use when you need to fetch list details like name, tags, and contact count after knowing the list id.
Get Lists
Tool to retrieve all contact lists. use when you need to fetch available lists before performing list-specific actions. example prompt: "list all my contact lists".
Connect any two apps with Notis in the middle.
Agent mail and Campayn, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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