Find an Agenty project for an email request
Check the project list for the initiative someone is asking about.
Trigger
New Gmail Message Received Trigger
Triggers when a new message is received in Gmail.
Action
Get all projects
Tool to retrieve all projects under an account. use after authentication when you need to list projects with pagination and sorting.
Why this helps
Project lookup requests create extra account navigation when you are already handling the message.
- Retrieve account projects for a specific lookup.
- Help find a project before creating a duplicate.
- Keep the result connected to the original email request.
Setup
Build it in a few focused steps.
- 1Connect Gmail and Agenty once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name.
- 3Tell Notis to fetch Agenty projects when an incoming email asks about a project and summarize likely matches from the returned details.
- 4Pick New Gmail Message Received as the trigger and choose where run reports should go.
- 5Test with one real email asking about an existing project.
Questions about this workflow
Does this create a project if none matches?
No. This workflow retrieves projects for review.
Can it add agents to a matching project?
No. Adding agents requires a separate action and a clear project and agent identification.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Gmail to Agenty. A trigger fires from one place; an action lands in another.
Gmail triggers
Agenty actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
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New Gmail Message Received Trigger
Triggers when a new message is received in Gmail.
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Tool to create a new api key. use when you need to provision access credentials for the api.
Connect any two apps with Notis in the middle.
Gmail and Agenty, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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