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Notis

Follow Agile CRM campaign activity in Ably

Keep campaign collaborators aligned without asking for another status update.

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

Campaign changes and activity can be scattered across CRM screens, leaving collaborators out of the loop.

  • Give campaign collaborators a shared activity signal.
  • Make incoming updates quicker to scan than raw event details.
  • Avoid repeated manual status messages.

Setup

Build it in a few focused steps.

  • 1Connect Agile CRM and Ably once in the Notis portal.
  • 2Create the automation from Automations, New Automation, or by asking Notis.
  • 3In one instruction, ask Notis to summarize each incoming campaign update and publish it to the chosen channel.
  • 4Choose the webhook trigger and the report destination.
  • 5Test with one real campaign activity request.

Questions about this workflow

Can the automation start from an Agile CRM campaign event directly?

No Agile CRM trigger events are available. The Notis webhook must receive an HTTP request to start it.

Does it send campaign emails?

No. It publishes a message to an Ably channel and does not send or modify campaign communications.

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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