Review payment history alongside the request
Payment questions can interrupt a busy day. Pull Cloudcart order payment records into the review when a new email asks about a charge or payment status.
Trigger
New Email Received
Trigger for new emails in an AgentMail inbox
Action
List Order Payment
Tool to retrieve a list of order payments. use when you need to view payments for orders, optionally filtered by order id or status. useful after creating or updating orders to inspect their payment history.
Why this helps
You have to leave the conversation to inspect payment history, then reconstruct the context when you return.
- Retrieve payment records for order review
- Connect the payment question with returned history
- Reduce repetitive admin searches
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 ask Notis from your usual channel.
- 3Give Notis one instruction: identify emails about order payments, retrieve Cloudcart order payment records, and summarize relevant results while noting if an order id is needed.
- 4Choose New Email Received as the trigger and select where run reports should go.
- 5Test with one real payment inquiry email.
Questions about this workflow
Does this confirm a refund or settle a dispute?
No. It retrieves payment history for review and does not issue refunds or resolve disputes.
Can it look up payments without an order id?
The action can list payments and may support filters. Ask Notis to flag when it needs an order id or status to narrow results.
Will this change payment details?
No. It is a read action.
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.
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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.