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Notis

Review selected customer websites on a schedule

Choose the pages and the information you care about. Notis can run the AgentQL query on a schedule and send you a report to review.

Trigger

Recurring schedule

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

Action

Query Data

Extracts structured data from a web page using a query or prompt.

Why this helps

Remembering to revisit important customer and partner pages takes attention away from sales and customer work.

  • Set a recurring time to query selected pages.
  • Review results in a run report instead of relying on memory.
  • Focus each query on details that matter to your accounts.

Setup

Build it in a few focused steps.

  • 1Connect Agile CRM and AgentQL once in the Notis portal.
  • 2Create an automation and name it for scheduled website checks.
  • 3Tell Notis which URLs to query and what information to return; provide the URLs in your instruction or connected context.
  • 4Pick a recurring Notis schedule and choose where run reports go.
  • 5Test with one real page and confirm the returned details are useful.

Questions about this workflow

Can this detect a change from a previous run?

The listed AgentQL action queries a page and returns structured data. A prior result or baseline is not specified, so provide one if you want Notis to compare runs.

Can the schedule start from an Agile CRM event?

No. Agile CRM has no trigger events in this package. This workflow uses a recurring Notis schedule.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link Agile CRM to Agentql. A trigger fires from one place; an action lands in another.

Agile CRM triggers

Agentql actions

Recurring trigger

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

TriggerScheduled

Query Data

Extracts structured data from a web page using a query or prompt.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Get AgentQL Usage Statistics

Retrieve account API usage statistics and subscription limits.

ActionInstant

Create Remote Browser Session

Creates a remote browser session for browser automation.

ActionInstant

Connect any two apps with Notis in the middle.

Agile CRM and Agentql, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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