Keep partner referrals in Campayn
Make each referral easier to pick up by putting its contact details where your team organizes outreach.
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
Referrals arrive in different threads and can be forgotten while you handle day-to-day work.
- Capture referrals from incoming email.
- Keep referred contacts in a dedicated list.
- Make follow-up less dependent on inbox memory.
Setup
Build it in a few focused steps.
- 1Connect Agent mail and Campayn once in the Notis portal.
- 2Create an automation through Automations, New Automation, or describe it to Notis from any channel.
- 3In one instruction, ask Notis to create a Campayn contact for partner referral messages in your specified list.
- 4Pick Agent mail's New Email Received trigger.
- 5Choose a report channel and test using one real referral email.
Questions about this workflow
Can it tell who made the referral?
Notis can use details present in the email. State which details matter in your instruction.
Does it contact the referral?
No. This workflow creates a Campayn contact and does not send an email.
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 use when removing outdated or unnecessary webforms after confirming they are no longer needed.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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