Turn Agile CRM lead context into a ready-to-review email
Capture the next follow-up while the lead is still fresh. Send the lead details to Notis and get a focused draft in Agent mail.
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
Leads go quiet when writing a thoughtful follow-up means reopening CRM notes and rebuilding context from scratch.
- Reduce time spent reconstructing a lead's context.
- Keep outbound messages reviewable before they are sent.
- Make follow-up easier to complete between other founder tasks.
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 lead follow-ups.
- 3Tell Notis to use the incoming lead context to draft a concise, relevant follow-up in Agent mail, and leave it unsent.
- 4Select the Notis webhook trigger and choose where run reports should go.
- 5Send one real example through the webhook and review the resulting draft.
Questions about this workflow
Does Agile CRM start this automation with a built-in event?
No. Agile CRM has no listed trigger events here, so this workflow starts when an HTTP request reaches its Notis webhook.
Will the email be sent automatically?
No. The workflow creates a draft. Review and send it from Agent mail when it is ready.
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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