Start your workday with the sales conversations that need you
Let Notis gather the inbox messages you care about on a schedule and return a concise review, so you can decide what deserves attention first.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List Messages
Lists messages in an inbox.
Why this helps
Important sales replies get buried when email review is mixed into a crowded inbox and CRM context is elsewhere.
- See relevant sales messages in a compact review.
- Reduce repeated inbox scanning throughout the day.
- Use context you supply to distinguish meaningful replies from routine mail.
Setup
Build it in a few focused steps.
- 1Connect Agile CRM and Agent mail once in the Notis portal.
- 2Create an automation and name it for your sales inbox review.
- 3Tell Notis which sales conversations to look for and what Agile CRM context or criteria it should use; provide any details the apps do not expose.
- 4Select a recurring schedule, then choose where run reports should go.
- 5Run one real example and check that the review highlights useful messages.
Questions about this workflow
Does this workflow read Agile CRM records automatically?
The listed source has no integration triggers. Supply any CRM context or criteria Notis needs in the instruction or webhook payload; Agent mail provides the inbox messages.
Can it send replies?
No. This workflow lists messages for review. Sending or replying would require a separate action and instruction.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agile CRM to Agent mail. A trigger fires from one place; an action lands in another.
Agile CRM triggers
Agent mail actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Get Message
Retrieves the full details of an email message from an inbox.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Draft
Create a draft and optionally schedule its automatic delivery.
List Messages
Lists messages in an inbox.
Create Inbox
Create an inbox for sending and receiving messages.
Send Email
Sends an email.
Create Inbox API Key
Create an inbox-scoped API key; omitting permissions grants all available inbox permissions.
Delete Thread
Permanently delete a thread and all its messages.
Get API Key
Retrieve API key details without exposing its secret.
Connect any two apps with Notis in the middle.
Agile CRM 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.