Include CRM maildrop context with incoming email
Keep the CentralstationCRM maildrop handy in reports tied to new inbox activity.
Trigger
New Email Received
Trigger for new emails in an AgentMail inbox
Action
Get API User Maildrop
Tool to retrieve the current api user's maildrop for people and companies. use after authenticating the api user.
Why this helps
Maildrop details can be hard to recall when organizing people and companies in the CRM.
- Retrieve the current API user's maildrop
- Add CRM maildrop context to run reports
- Avoid a manual lookup when organizing CRM records
Setup
Build it in a few focused steps.
- 1Connect Agent Mail and CentralstationCRM once in the Notis portal.
- 2Create an automation in Automations > New Automation and give it a name.
- 3Tell Notis to retrieve the CentralstationCRM API user's maildrop when a new email arrives and include it in the report.
- 4Pick the Agent Mail New Email Received trigger and choose where run reports should go.
- 5Test with one real email and confirm the maildrop is returned.
Questions about this workflow
What does the maildrop action retrieve?
It retrieves the current API user's maildrop for people and companies.
Does the workflow add the email to the maildrop?
No. The action retrieves the configured maildrop and reports it.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agent mail to Centralstationcrm. A trigger fires from one place; an action lands in another.
Agent mail triggers
Centralstationcrm actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Check Connection
Tool to verify the connection status of the centralstationcrm api key. use when validating credentials before making other api calls.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
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New Email Received
Trigger for new emails in an AgentMail inbox
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Connect any two apps with Notis in the middle.
Agent mail and Centralstationcrm, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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