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Notis

Give sales visibility into Agile CRM marketing responses

Bring engagement context to the team without another manual CRM check.

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 meaningful response can be missed when marketing activity and sales follow-up live in separate workflows.

  • Make incoming engagement updates visible to sales collaborators.
  • Share relevant response context in a short message.
  • Avoid claiming engagement details that the request does not contain.

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 by asking Notis.
  • 3In one instruction, ask Notis to summarize incoming marketing response details and publish a sales follow-up note to Ably.
  • 4Choose the webhook trigger and report destination.
  • 5Test with one real marketing response request.

Questions about this workflow

Will this send a marketing message?

No. It publishes an update to an Ably channel and does not send marketing campaigns.

Can it identify which contact responded?

Only if the incoming webhook request includes identifying details.

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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