Create a Salesforce lead from each new email inquiry
New inquiries can become Salesforce leads as soon as they reach your Agent mail inbox. Notis can use the message details to create the lead and spare you a round of copy and paste.
Trigger
New Email Received
Trigger for new emails in an AgentMail inbox
Action
Create lead
Creates a new lead in salesforce with the specified information.
Why this helps
Promising inquiries can get buried in an inbox while you switch over to Salesforce and enter the details by hand.
- Capture new inquiries in your sales workspace
- Reduce manual entry between email and CRM
- Make it easier to follow up on inbound interest
Setup
Build it in a few focused steps.
- 1Connect Agent mail and Salesforce once in the Notis portal.
- 2Create an automation in the portal or tell Notis in plain language from any channel.
- 3Describe that each new inquiry should become a Salesforce lead using details available in the email.
- 4Pick Agent mail's New Email Received trigger and choose where run reports should go.
- 5Test with one real inquiry email.
Questions about this workflow
What starts this automation?
A new email arriving in the Agent mail inbox you connected.
What information can Notis use for the lead?
Notis can use details present in the email, such as the sender and inquiry context. Supply any required details that the message does not contain.
Can I review what happened?
Choose a report channel during setup to receive run reports, then test with a real inquiry.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agent mail to Salesforce. A trigger fires from one place; an action lands in another.
Agent mail triggers
Salesforce actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Salesforce Account
Deprecated: creates a new salesforce account using a json post request, requiring 'name'; specific fields (e.g., custom, dunsnumber) may have org-level prerequisites.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Add contact to campaign
Adds a contact to a campaign by creating a campaignmember record, allowing you to track campaign engagement.
New Email Received
Trigger for new emails in an AgentMail inbox
Add lead to campaign
Adds a lead to a campaign by creating a campaignmember record, allowing you to track campaign engagement.
Add product to opportunity
Adds a product (line item) to an opportunity. the product must exist in a pricebook entry that's associated with the opportunity's pricebook.
Apply lead assignment rules
Applies configured lead assignment rules to a specific lead, automatically routing it to the appropriate owner based on your organization's rules.
Associate contact to account
Associates a contact with an account by updating the contact's accountid field.
Clone opportunity with products
Clones an opportunity and optionally its products (line items). creates a new opportunity with the same field values and products as the original.
Clone record
Creates a copy of an existing salesforce record by reading its data, removing system fields, and creating a new record. optionally apply field updates to the clone.
Connect any two apps with Notis in the middle.
Agent mail and Salesforce, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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