Keep email leads in a ClickSend contact list
When a prospect reaches out by email, Notis can add the contact details included in the message to the ClickSend list you name.
Trigger
New Email Received
Trigger for new emails in an AgentMail inbox
Action
Create Contact in List
Tool to create a new contact in a specific contact list in your ClickSend account. Use when you need to add a contact to a list. At least one of phone_number, email, or fax_number must be provided.
Why this helps
Copying names and phone numbers from lead emails by hand creates another small task that is easy to forget.
- Reduce manual copying from lead messages.
- Keep qualifying contacts together in a named list.
- Skip emails without a usable phone number, email, or fax number.
Setup
Build it in a few focused steps.
- 1Connect Agent mail and ClickSend once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it for lead capture.
- 3In one instruction, identify qualifying lead emails, the ClickSend list, and the contact details to save.
- 4Pick Agent mail's New Email Received trigger and choose a report channel.
- 5Test with one real lead email that includes contact details.
Questions about this workflow
Does every email become a contact?
You decide which emails qualify in the instruction. Ask Notis to ignore messages that do not meet your criteria.
What contact details are required?
ClickSend requires at least one of phone number, email, or fax number. The email must contain a usable detail for Notis to add a contact.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agent mail to ClickSend. A trigger fires from one place; an action lands in another.
Agent mail triggers
ClickSend actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
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Connect any two apps with Notis in the middle.
Agent mail and ClickSend, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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