Add useful email context to Salesforce as a note
Important customer details do not have to remain buried in a long thread. Notis can turn a new message into a note on the relevant Salesforce record when the record can be identified.
Trigger
New Email Received
Trigger for new emails in an AgentMail inbox
Action
Create note
Creates a new note attached to a salesforce record with the specified title and content.
Why this helps
Customer context gets scattered across email threads and CRM records, making it harder to pick up a conversation later.
- Keep relevant email context alongside a Salesforce record
- Make handoffs easier with a searchable CRM note
- Avoid manually copying message details into Salesforce
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 which email context to save as a note and how Notis should identify its Salesforce record.
- 4Pick Agent mail's New Email Received trigger and choose where run reports should go.
- 5Test with one real email that relates to a known Salesforce record.
Questions about this workflow
Which record can the note be attached to?
The instruction should explain how to identify the relevant record from the email. If the message does not provide enough information, supply the missing identifier.
Does the note contain the whole email?
Describe whether to capture a summary or specific details. Notis can use the email content available to the automation.
What if no matching record can be identified?
The automation needs a usable record identifier. Include a fallback instruction or provide the missing information yourself.
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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