Keep promising sales drafts from being forgotten
Get a scheduled view of drafts waiting for your decision, with the sales context you choose to supply alongside them.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List Drafts
List unsent drafts in an inbox.
Why this helps
Drafts are easy to forget when they have no clear review moment and the CRM context is not beside the inbox.
- Bring unsent drafts back into view at a predictable time.
- Decide which messages are still relevant before sending.
- Keep a lightweight review instead of reopening every conversation.
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 draft review.
- 3Tell Notis to list unsent Agent mail drafts and summarize which ones need your review using the sales criteria or CRM context you provide.
- 4Select a recurring schedule and choose where run reports should go.
- 5Run one real example and verify that the report helps you decide what to do next.
Questions about this workflow
Does this workflow send or edit drafts?
No. It lists drafts and creates a review. Sending or editing requires a separate instruction and action.
Can Notis know why a draft was created in Agile CRM?
Only if that context is supplied to Notis or available in the messages it retrieves. The listed Agile CRM source has no trigger events.
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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