Send new Agile CRM lead updates to Ably
Keep lead handoffs visible in the channel your team already watches.
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
New leads can sit unnoticed while the team switches between Agile CRM and its real-time collaboration channels.
- Surface lead updates in a shared real-time channel.
- Reduce manual CRM checking and missed handoffs.
- Include only the lead details present in the webhook 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 tell Notis to create it.
- 3In one instruction, ask Notis to summarize each incoming lead update and publish it to the chosen Ably channel.
- 4Choose the webhook trigger and select where run reports should go.
- 5Test with one real Agile CRM lead update sent to the webhook.
Questions about this workflow
Does Agile CRM provide a trigger for this automation?
No Agile CRM trigger event is available in this setup. A Notis webhook starts the automation when an HTTP request containing the CRM update arrives.
What can the Ably message include?
Notis can summarize the information included in the incoming request. Details absent from that request cannot be added automatically.
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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