Make inbox triage easier with Salesforce context
Bring customer context into a recurring inbox review so important sales messages are easier to spot.
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
Switching between email and Salesforce to decide which messages need a response creates friction and missed follow-ups.
- Review messages on a consistent schedule
- Use Salesforce context to make triage more informed
- Surface likely follow-ups for a clear next action
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 how Notis should use listed inbox messages and Salesforce context to surface follow-ups.
- 4Choose a recurring schedule trigger, select a report channel, and test with one real inbox example.
Questions about this workflow
Will this send replies to messages?
No. This workflow lists messages for review; it does not send an email.
What if a message has no matching Salesforce record?
Ask Notis to flag it as unmatched or assess it using the message content alone. Any missing customer context must be supplied.
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
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No card. Works with personal or business Agent mail.