Put Agile CRM follow-up tasks in the right channel
Bring the next action into view before it slips down the task list.
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
Follow-up tasks are easy to miss when they stay buried in a CRM another teammate is not checking.
- Make incoming follow-up work visible in a shared channel.
- Reduce the need to copy task details by hand.
- Use task owner and due date only when supplied 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 task details and publish the next action to the selected Ably channel.
- 4Choose the webhook trigger and where run reports should go.
- 5Test using one real follow-up task update.
Questions about this workflow
Does this create or update tasks in Agile CRM?
No. The available Ably action publishes a message. It does not change the Agile CRM task.
Can Notis include a due date?
Yes, if the due date is present in the incoming 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.
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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