Find email context for Agiled contacts
Bring recent correspondence into view when a CRM record needs attention.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
List Messages
Lists messages in an inbox.
Why this helps
Switching from a CRM record to an inbox and searching by hand makes it easy to miss useful context.
- Search for correspondence when a contact record changes.
- Reduce manual inbox searches during CRM follow-up.
- Give Notis message context to summarize or report.
Setup
Build it in a few focused steps.
- 1Connect Agiled and Agent Mail once in the Notis portal.
- 2Create an automation in Automations, New Automation, or tell Notis in plain language.
- 3In one instruction, ask Notis to search the relevant Agent Mail inbox using contact details supplied with the Agiled update.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one real contact update and confirm the search terms and inbox are correct.
Questions about this workflow
Does this workflow send a message?
No. It lists matching messages so Notis can surface relevant correspondence.
What contact information is used for searching?
The automation can use details available in the webhook payload or other connected data. Make sure the needed email address or search term is supplied.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agiled to Agent mail. A trigger fires from one place; an action lands in another.
Agiled 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.
Agiled 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.