Connect Salesforce to Agent mail

When something happens in Salesforce, Notis takes the next step in Agent mail. Describe what you want in plain English, or start from one of the examples below.

When this happens · Trigger

Do this · Action

Build an automation Browse examples

Examples

Ways Notis can move work from Salesforce to Agent mail

View example

Email a Personal Intro for Every New Salesforce Lead

Send a timely, context-aware introduction when a lead is added in Salesforce.

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Send a Deal Brief When an Opportunity Changes

Email a concise deal update when a Salesforce opportunity is created or updated.

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Turn a Completed Salesforce Task Into a Follow-Up Email

Send a follow-up email when a Salesforce task is completed, using the event context.

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Send a Welcome Note for New Salesforce Contacts

Create a warm, relevant first email when Salesforce gets a new contact.

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Send a Relationship Check-In After Contact Updates

Use a Salesforce Contact update to prompt a relevant check-in email.

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Email a Team Update When a Salesforce Account Changes

Share a concise account update when a Salesforce Account is created or updated.

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Email a Summary When a Monitored Salesforce Record Changes

Send an inbox summary for monitored changes on a chosen Salesforce SObject.

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Triage Agent mail Around Salesforce Leads and Accounts

Use a recurring run to review inbox messages alongside Salesforce context and surface likely sales follow-ups.

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Fetch an Email Thread Using a Salesforce Reference

Start from an HTTP request, retrieve a specific Agent mail message, and use Salesforce context to prepare a concise briefing.

Supported Triggers and Actions

Notis builds workflows that link Salesforce to Agent mail. A trigger fires from one place; an action lands in another.

Salesforce triggers

Agent mail actions

Recurring trigger

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

TriggerScheduled

Get Message

Get a specific message from an agentmail inbox

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

List Messages

List messages from an agentmail inbox

ActionInstant

Account Created or Updated

Triggers when an Account is created or updated in Salesforce. Uses LastModifiedDate high-watermark to capture both creations and updates.

TriggerPolling

Send Email

Send an email using agentmail api

ActionInstant

Contact Updated

Triggers when an existing Salesforce Contact record is modified. Emits changed fields alongside relevant timestamps.

TriggerPolling

Record Updated (Generic SObject)

Triggers when monitored fields change on any Salesforce SObject. You specify the SObject type and which field values should be returned in the payload. The trigger uses SystemModstamp to detect changes regardless of which specific field changed.

TriggerPolling

New Contact Trigger

Triggers when a new Contact is Created in Salesforce.

TriggerPolling

New Lead Trigger

Triggers when a new Lead is created in Salesforce.

TriggerPolling

New or Updated Opportunity

Triggers when a Salesforce Opportunity is created or updated.

TriggerPolling

Trigger Types

Four ways to start an automation.

A trigger is the event that kicks a workflow off. Notis supports four kinds: an event in a connected app, an inbound webhook, a recurring schedule, and soon, your own database.

Integration triggers

Fire when something happens inside a connected app. New Notion page, Stripe charge, Linear issue: any of 1,000+ apps can start a workflow.

New Notion pageStripe chargeCalendar event

Webhook triggers

A unique URL per workflow. Anything that can send an HTTP POST can start an automation, including no-code tools that speak webhooks.

Any HTTP POSTCustom backendIoT event

Works with

ZapierPipedream

Most used

Recurring triggers

Cron-style schedules run a workflow on the clock. Daily standups, hourly syncs, business-hours-only digests: the workhorse of Notis.

Daily · 8:00HourlyWeekdays only

Coming soon

Database triggers

Watch a row, query, or threshold in your own database and fire the moment the data changes. Row inserted, value crosses a limit, query starts matching.

Row insertedValue > limitQuery match

Why AI automation

Classic automation breaks. AI adapts.

Same triggers and actions, smarter middle. AI handles the fuzziness that breaks traditional Zapier-style workflows the moment a field gets renamed.

Classic automationAI automation

Cost

$ · pay per run

$$ · AI models per run

Reliability

Breaks on schema change

Adapts to format changes

Setup

Click 8 dropdowns

Describe it in English

Handles fuzzy

Hard-coded fields only

Reads intent, summarises

Human in loop

Bolted on

Built in · approval inbox

Maintenance

You own every break

Self-heals · we own it

Ease of use

Describe it. Notis builds it.

Skip the visual builder. Tell Notis what you want, in plain English. It writes the workflow, you review and deploy.

You · in the Notis Builder

NEW

“When a row gets added to the Q4 OKRs Notion database and the status is Blocked, send a Telegram message to the owner with a summary of what's blocking, and ping me if there's no reply within 24 hours.”

Notis built this automation:

TriggerRow added to "Q4 OKRs"

Condition✦Status = "Blocked"

AI step✦Summarise the blocker in plain English

ActionDM the row owner with summary

Timeout✦No reply in 24h → ping you

Observability

Watch every run.

Notis Desktop is Mission Control for your AI automations. See every run, replay, edit, or rewind. Set approval gates so Notis pauses before destructive actions.