Start each day with your follow-up context
See the conversations that matter before your day fills up.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List Messages
List messages from an agentmail inbox
Why this helps
Follow-up work gets scattered across CRM records and inbox threads.
- Reduce morning searching
- Prioritize follow-ups faster
- Keep active deals visible
Setup
Build it in a few focused steps.
- 1Connect Pipedrive and Agent mail once in Notis.
- 2Create an automation named Daily follow-up context.
- 3Tell Notis to list Agent mail messages related to active Pipedrive follow-ups and summarize urgent or unanswered threads.
- 4Pick a recurring Notis schedule.
- 5Choose a report channel, then test with one real example.
Questions about this workflow
Does this schedule change Pipedrive records?
No. This workflow only lists Agent mail messages and reports the context you request.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Pipedrive to Agent mail. A trigger fires from one place; an action lands in another.
Pipedrive triggers
Agent mail actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Get Message
Get a specific message from an agentmail inbox
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
List Messages
List messages from an agentmail inbox
New Deal Received Trigger
Triggered when a new deal is created in Pipedrive
Send Email
Send an email using agentmail api
New Note Received Trigger
Triggered when a new note is created in Pipedrive
New Organization Received Trigger
Triggered when a new organization is created in Pipedrive
Connect any two apps with Notis in the middle.
Pipedrive and Agent mail, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Agent mail.