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Notis

Make Agile CRM activity easier to scan in Ably

Share the useful update without asking everyone to parse raw CRM activity.

Trigger

Webhook received

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

Action

Publish Message to Channel

Publishes a message to a channel.

Why this helps

Raw activity details take time to interpret and can be easy to overlook in a busy day.

  • Translate an incoming activity request into a readable summary.
  • Help collaborators scan updates faster.
  • Keep the message grounded in details actually provided.

Setup

Build it in a few focused steps.

  • 1Connect Agile CRM and Ably once in the Notis portal.
  • 2Create an automation in Automations, New Automation, or ask Notis to set it up.
  • 3In one instruction, ask Notis to summarize the incoming Agile CRM activity and publish the summary to a selected Ably channel.
  • 4Choose the webhook trigger and report destination.
  • 5Test with one real activity request.

Questions about this workflow

Does this periodically read Agile CRM activity?

No. It runs when a request reaches its Notis webhook.

Can it combine multiple activity records?

It can summarize records included in a request. The request must supply the records to combine.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link Agile CRM to Ably. A trigger fires from one place; an action lands in another.

Agile CRM triggers

Ably actions

Recurring trigger

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

TriggerScheduled

Query Batch Presence

Retrieves presence states for members across multiple channels.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Query Batch Presence History

Retrieves presence history for members across multiple channels.

ActionInstant

Delete Channel Subscription

Unsubscribes devices or clients from channel push notifications.

ActionInstant

Get Channel Details

Retrieves a channel’s status, activity, and occupancy details.

ActionInstant

Get Channel History

Retrieves the message history for a channel.

ActionInstant

Get Channel Presence

Get the members currently connected and active on a channel.

ActionInstant

Get Channel Presence History

Retrieves the presence event history for a channel.

ActionInstant

Get Message Versions

Retrieve all historical versions of a channel message, including updates and deletions.

ActionInstant

Connect any two apps with Notis in the middle.

Agile CRM and Ably, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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