Get the right email context when work starts
When another workflow sends a request, retrieve a specific message and bring Salesforce context into the briefing.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Get Message
Get a specific message from an agentmail inbox
Why this helps
Finding the right message and its related customer details can interrupt focused work just as a task begins.
- Start the workflow from an HTTP request
- Retrieve a specific message for review
- Combine available email and Salesforce context in one briefing
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 its name and prompt.
- 3Describe how to use the request and retrieved message with Salesforce context to prepare a briefing.
- 4Select a webhook trigger, choose a report channel, and test with one real message reference.
Questions about this workflow
What starts this workflow?
An HTTP request starts a Notis webhook automation.
Does this workflow send a reply?
No. The selected Agent mail action retrieves a specific message. The instruction can ask Notis to prepare a briefing from available context.
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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