Create an Agenty prospect list from a new lead email
Give every promising lead a ready place for evidence and enrichment.
Trigger
New Outlook Message
Triggered when a new message is received in the Outlook mailbox.
Action
Create List
Tool to create a new list. use after preparing the list name and optional description. example: "create a list named 'contacts' with description 'potential leads'."
Why this helps
Potential leads are scattered across inbox threads before anyone creates a research workspace.
- Capture opportunities while context is fresh
- Separate research by prospect
- Make follow-up easier
Setup
Build it in a few focused steps.
- 1Connect Outlook and Agenty in Notis once.
- 2Create an automation named Lead Research List.
- 3Tell Notis to detect qualifying lead emails and create an Agenty list named for the prospect or company.
- 4Pick New Outlook Message as the trigger and choose a report destination.
- 5Test with one real lead email.
Questions about this workflow
What counts as a qualifying lead?
Describe the signals in the instruction, such as partnership, referral, or buying interest.
Can it avoid duplicate lists?
Ask Notis to check existing lists before creating a new one.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Outlook to Agenty. A trigger fires from one place; an action lands in another.
Outlook triggers
Agenty actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Clone Agent by ID
Tool to clone an existing agent by its id. use when you need to duplicate an agent's configuration and optionally start the clone immediately.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Agent
Tool to create a new agent. use when you need to add an agent with configuration and optional auto-start.
New Contact Added
Triggered when a new contact is added in the Outlook contacts.
Get Agent Templates
Tool to fetch all public agent templates and sample agents. use when listing available templates for users to select.
Calendar Event Changes
Triggered when a new calendar event occurs (created, updated, or deleted) in the Outlook calendar.
Delete Agent by ID
Tool to delete a single agent by its id. use when you need to permanently remove an agent after confirming it exists.
New Calendar Event
Triggered when a new calendar event is created in the Outlook calendar.
Fetch all agents
Tool to fetch all active agents under an account. use after authenticating when you need to list agents with pagination and sorting.
New Outlook Message
Triggered when a new message is received in the Outlook mailbox.
Get Agent by ID
Tool to fetch details of a specific agent by its id. use when you need full agent configuration before taking further actions.
New Sent Message
Triggered when a new message is sent from the Outlook mailbox.
Update Agent by ID
Tool to update an agent's configuration and settings by agent id. use when you need to modify an existing agent after retrieving its current settings. example: "update agent 123 with new name and tags."
Create API Key
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.
Outlook and Agenty, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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