Check vendor references while reviewing email
Supplier details and partnership requests often arrive in the inbox. Pull the Cloudcart vendor list into the same review so you can see what is already recorded.
Trigger
New Email Received
Trigger for new emails in an AgentMail inbox
Action
List Vendors
Tool to retrieve a list of all vendors. use when you need a paginated list of vendors or filter by name/status. example: "list active vendors on page 2."
Why this helps
A vendor mention can lead to a time consuming search across messages and store records.
- Check vendor records against new messages
- Reduce duplicate supplier research
- Keep supplier requests easier to triage
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 describe it to Notis in your usual channel.
- 3Give Notis one instruction: when a new email mentions a supplier or brand, retrieve the Cloudcart vendor list and summarize likely matching records.
- 4Choose New Email Received as the trigger and select where run reports should go.
- 5Test with one real supplier email.
Questions about this workflow
Does it create a vendor record?
No. This workflow lists existing vendors for review. Vendor creation requires a separate action and validated details.
Can it confirm a vendor is legitimate?
No. It can compare the message with records returned by Cloudcart, but that does not independently verify a supplier.
What if there are many vendors?
The vendor list may be paginated. Ask Notis to report if additional pages are needed rather than implying the first results are complete.
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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