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Notis

Share Agile CRM deal stage changes in Ably

Make pipeline movement easy to see at the moment it matters.

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

A deal can change stages without everyone involved noticing, creating avoidable delays in follow-up.

  • Make deal movement visible to collaborators in real time.
  • Give the team a short, readable update instead of a CRM-wide notification dump.
  • Preserve context available in the incoming update.

Setup

Build it in a few focused steps.

  • 1Connect Agile CRM and Ably once in the Notis portal.
  • 2Create an automation from Automations, New Automation, or ask Notis in plain language.
  • 3In one instruction, ask Notis to identify the deal and stage change from each webhook request and publish a short update to Ably.
  • 4Choose the webhook trigger and a report destination.
  • 5Test with one real deal-stage update.

Questions about this workflow

Will Notis detect deal changes directly in Agile CRM?

No. Agile CRM exposes no trigger events here. An HTTP request carrying the change must start the automation.

Can the message include deal value or owner?

Only when those details are included in the webhook request.

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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