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Check reference details before they reach a customer

Gather public confirmation of a customer reference and leave the final approval with your team.

Trigger

Webhook received

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

Action

Create Draft

Create a draft and optionally schedule its automatic delivery.

Why this helps

Small inaccuracies in customer names, products, or public claims can undermine otherwise useful sales material.

  • Start a check from a request or content review webhook.
  • Compare named claims with public pages.
  • Keep findings in a draft for approval before sharing.

Setup

Build it in a few focused steps.

  • 1Connect AgentQL and Agent mail once in the Notis portal.
  • 2Create an automation in Automations, New Automation, or tell Notis to create one from any channel.
  • 3Describe which customer details to verify, where to look publicly, and how to report unsupported claims.
  • 4Pick the webhook trigger and choose where run reports should go.
  • 5Test with one real reference and check every finding against its page.

Questions about this workflow

Can it confirm customer permission to be referenced?

No. Public website details do not establish permission. Verify authorization through your own records.

Will it publish or send the reference?

No. It creates a draft for internal review.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link Agentql to Agent mail. A trigger fires from one place; an action lands in another.

Agentql triggers

Agent mail actions

Recurring trigger

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

TriggerScheduled

Get Message

Retrieves the full details of an email message from an inbox.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Create Draft

Create a draft and optionally schedule its automatic delivery.

ActionInstant

List Messages

Lists messages in an inbox.

ActionInstant

Create Inbox

Create an inbox for sending and receiving messages.

ActionInstant

Send Email

Sends an email.

ActionInstant

Create Inbox API Key

Create an inbox-scoped API key; omitting permissions grants all available inbox permissions.

ActionInstant

Delete Thread

Permanently delete a thread and all its messages.

ActionInstant

Get API Key

Retrieve API key details without exposing its secret.

ActionInstant

Connect any two apps with Notis in the middle.

Agentql and Agent mail, 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 Agent mail.