Welcome new Salesforce leads with a personal email
A new lead should not sit unnoticed. Send a thoughtful introduction as soon as Salesforce records them.
Trigger
New Lead Trigger
Triggers when a new Lead is created in Salesforce.
Action
Send Email
Send an email using agentmail api
Why this helps
Manually noticing new leads and writing each first email adds delay and another follow-up task to an already busy day.
- Respond to new leads promptly
- Use available Salesforce context to make the opening relevant
- Keep the next step clear and easy to act on
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 give it a name and prompt.
- 3Describe the introduction email you want Notis to send in one plain-language instruction.
- 4Choose the New Lead trigger, select a report channel, and test with one real lead.
Questions about this workflow
What information can Notis use in the email?
Notis can use information returned with the Salesforce lead event. Mention in your instruction which available details should shape the message.
Can I review a run?
Choose a report channel during setup to receive run reports.
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.