Share important account changes by email
Turn Salesforce account changes into a clear inbox update for the people who need to stay in sync.
Trigger
Account Created or Updated
Triggers when an Account is created or updated in Salesforce. Uses LastModifiedDate high-watermark to capture both creations and updates.
Action
Send Email
Send an email using agentmail api
Why this helps
Account updates are buried in the CRM, leaving collaborators to ask for context or miss a change.
- Make account changes easier to notice
- Share a short summary using returned account details
- Reduce manual status recaps
Setup
Build it in a few focused steps.
- 1Connect Salesforce and Agent mail once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3Describe the account update email and intended recipients in one instruction.
- 4Choose Account Created or Updated as the trigger, choose a report channel, and test with a real account.
Questions about this workflow
Can the update distinguish a new account from an edited one?
The event captures account creations and updates using LastModifiedDate. Ask Notis to summarize the available event context.
Who receives the team update?
Specify recipients in your instruction or use supported recipient information available to your connected apps.
When this happens · Trigger
Do this · Action
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.
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
Account Created or Updated
Triggers when an Account is created or updated in Salesforce. Uses LastModifiedDate high-watermark to capture both creations and updates.
Send Email
Send an email using agentmail api
Contact Updated
Triggers when an existing Salesforce Contact record is modified. Emits changed fields alongside relevant timestamps.
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.
New Contact Trigger
Triggers when a new Contact is Created in Salesforce.
New Lead Trigger
Triggers when a new Lead is created in Salesforce.
New or Updated Opportunity
Triggers when a Salesforce Opportunity is created or updated.
Connect any two apps with Notis in the middle.
Salesforce 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.