Review vendor details from the inbox
Supplier messages often need a quick account check. Retrieve the named vendor's Cloudcart record and keep the follow-up tied to the email.
Trigger
New Email Received
Trigger for new emails in an AgentMail inbox
Action
Get Vendor
Tool to retrieve details of a specific vendor. use when you have the vendor id.
Why this helps
A simple supplier question can consume time while you locate and verify the right vendor record.
- Inspect a specific vendor record
- Keep supplier follow-up grounded in stored details
- Avoid searching the full vendor list repeatedly
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 what result you need.
- 3Give Notis one instruction: when a new email clearly identifies a Cloudcart vendor, retrieve that vendor record and summarize relevant returned details, flagging uncertainty.
- 4Choose New Email Received as the trigger and select where run reports should go.
- 5Test with one real email naming a known vendor.
Questions about this workflow
Can it search a vendor by name?
The listed action retrieves a specific vendor by id. If the email does not provide a way to identify the id, ask Notis to flag the missing information.
Does this update the vendor?
No. It retrieves vendor details for review.
Can it verify a vendor's external legitimacy?
No. It can only report details available in the Cloudcart record.
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.