Welcome new Salesforce contacts with less effort
Give each new contact a thoughtful first touch without adding another drafting task to your day.
Trigger
New Contact Trigger
Triggers when a new Contact is Created in Salesforce.
Action
Send Email
Send an email using agentmail api
Why this helps
New contacts can get added to Salesforce during a busy stretch and never receive a timely welcome.
- Acknowledge new contacts promptly
- Personalize with details provided by Salesforce
- Save time on repetitive first-touch writing
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 add a name and prompt.
- 3Describe the welcome email you want Notis to write and send in one instruction.
- 4Select New Contact as the trigger, choose a report channel, and test with one real contact.
Questions about this workflow
How will the email avoid sounding generic?
Ask Notis to use relevant contact details included in the event. State your preferred tone and any useful context in the instruction.
Can I include details that Salesforce does not return?
Yes, provide those details in your instruction. Notis can only use information it receives or you supply.
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.