Keep Agile CRM contact handoffs visible
Make ownership changes clear to everyone who needs to pick up the relationship.
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
Contact reassignment can leave teammates unsure who owns the next customer interaction.
- Surface incoming ownership changes in a shared channel.
- Reduce confusion about who follows up next.
- Include previous and new owners when provided in the request.
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 create it.
- 3In one instruction, ask Notis to summarize incoming contact ownership changes and publish a handoff message to Ably.
- 4Choose the webhook trigger and where reports should go.
- 5Test with one real ownership update.
Questions about this workflow
Does this change the contact owner in Agile CRM?
No. This workflow broadcasts a message to Ably; it does not update Agile CRM records.
What if the request does not say who the new owner is?
Notis cannot infer missing ownership details. The published message can only reflect the request contents.
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.
Query Batch Presence
Retrieves presence states for members across multiple channels.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Query Batch Presence History
Retrieves presence history for members across multiple channels.
Delete Channel Subscription
Unsubscribes devices or clients from channel push notifications.
Get Channel Details
Retrieves a channel’s status, activity, and occupancy details.
Get Channel History
Retrieves the message history for a channel.
Get Channel Presence
Get the members currently connected and active on a channel.
Get Channel Presence History
Retrieves the presence event history for a channel.
Get Message Versions
Retrieve all historical versions of a channel message, including updates and deletions.
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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