Send the right message once a lead is ready
When your qualification decision is made, pass the context and approved message to Notis and send it through Agent mail without rebuilding the workflow by hand.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Send Email
Sends an email.
Why this helps
A qualified lead can sit untouched while you switch from CRM review to composing and sending an email.
- Move a decided next step into action quickly.
- Use CRM context to keep the message relevant.
- Avoid manual re-entry of recipient and message details.
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 qualified lead outreach.
- 3Tell Notis to send only the approved message to the recipient details provided in the incoming request.
- 4Select the Notis webhook trigger and choose where run reports should go.
- 5Test with one real example using a safe recipient and verify the sent message.
Questions about this workflow
Does the workflow decide whether a lead is qualified?
The webhook starts the automation, but no Agile CRM trigger or qualification field is specified. Include the qualification decision and needed context in the request or instruction.
Will Notis invent email content?
You can instruct Notis to use approved message content from the request. Include the recipient and content required for the send action.
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.