Check who is present before a CRM handoff
See who is active in the coordination channel before sending the next update.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Channel Presence
Get the members currently connected and active on a channel.
Why this helps
A handoff can stall when the team does not know who is currently available in the shared channel.
- Query current members present in a specified channel.
- Help plan handoffs around visible channel presence.
- Reduce unnecessary pings when availability is already visible.
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.
- 3In one instruction, ask Notis to retrieve current presence for the specified Ably channel and summarize the returned members for handoff planning.
- 4Choose a recurring schedule and where run reports should go.
- 5Test with one real channel.
Questions about this workflow
Does presence indicate someone's full availability?
No. It reports members currently present in the specified Ably channel, which may not reflect their overall availability.
Can this start when an Agile CRM event happens?
No Agile CRM trigger is available. This workflow starts on the Notis schedule you choose.
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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