Keep opportunity changes visible in your inbox
Get the important deal context in one short email when an opportunity changes in Salesforce.
Trigger
New or Updated Opportunity
Triggers when a Salesforce Opportunity is created or updated.
Action
Send Email
Send an email using agentmail api
Why this helps
Important deal updates can disappear in a crowded CRM when you do not have a reason to revisit the record.
- Surface opportunity changes without checking Salesforce repeatedly
- Summarize the deal details provided by the event
- Make follow-up easier to remember
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.
- 3In one instruction, describe the concise opportunity update email you want Notis to send.
- 4Pick New or Updated Opportunity as the trigger, choose a report channel, and test with one real opportunity.
Questions about this workflow
Does this trigger only fire for stage changes?
The listed event fires when an opportunity is created or updated. Describe the changes you want Notis to call out, based on data available in the event.
Can the email include a recommended next action?
You can ask Notis to suggest a next action from the returned opportunity context. Any extra rules or historical context must be included in your instruction.
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.