Bring customer record checks into email triage
Make account questions less disruptive. Notis can retrieve Cloudcart customer records while you review a new message and surface possible matches.
Trigger
New Email Received
Trigger for new emails in an AgentMail inbox
Action
Get Customers
Tool to retrieve a list of all customers. use when you need to display or process multiple customer profiles. note: the response is paginated; use page[number] and page[size] to control pagination.
Why this helps
Customer account questions often mean leaving email, searching records, then returning to the original thread.
- Review possible customer matches with the incoming request
- Reduce context switching during email triage
- Surface missing information for follow-up
Setup
Build it in a few focused steps.
- 1Connect Agent mail and Cloudcart once in the Notis portal.
- 2Create an automation in the portal or tell Notis to create it from your usual channel.
- 3Give Notis one instruction: for new emails that require customer context, retrieve Cloudcart customers and summarize only relevant possible matches, noting any missing details.
- 4Choose New Email Received as the trigger and select where run reports should go.
- 5Test with one real customer inquiry.
Questions about this workflow
Can it search every customer automatically?
The customer list is paginated. Ask Notis to use available pages and report when the results may be incomplete.
Will it update the customer record?
No. This workflow retrieves records for review only.
Should I include sensitive details in the prompt?
Provide only the details needed to identify the record, and review the run report before acting on a possible match.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agent mail to Cloudcart. A trigger fires from one place; an action lands in another.
Agent mail triggers
Cloudcart actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Add to Cart
Tool to add an item to the cart. use after confirming a product selection with desired quantity.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Clear Cart
Tool to remove all items from the specified cart. use when you need to empty the cart before adding new items or starting over.
New Email Received
Trigger for new emails in an AgentMail inbox
Create Category
Tool to create a new category. use when you need to add organizational structure to your product catalog.
Create Customer
Tool to create a new customer in cloudcart. use when you need to register a new customer profile. provide validated customer details (name, email, and password).
Create Order
Tool to create a new order. use after assembling customer id, cart items, and optional addresses/payment info.
Create Product
Tool to create a new product. use when you have all details and want to add it to cloudcart.
Create Variant
Tool to create a new product variant for a given product. use when you need to add a variant with specific sku, price, and options.
Create Variant Option
Tool to create a new variant option for a specific product variant. use when you need to add an option (e.g., 'large') with an optional price adjustment to an existing variant.
Connect any two apps with Notis in the middle.
Agent mail and Cloudcart, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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No card. Works with personal or business Cloudcart.