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Set up a dedicated list for account research

Create a named list for a research effort so findings have a clear place to collect.

Trigger

Webhook received

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

Action

Create List

Creates a new list.

Why this helps

Without a dedicated destination, research findings can be difficult to organize consistently.

  • Create a dedicated destination for a research effort.
  • Give findings a clear place to collect.
  • Make a repeatable research project easier to organize.

Setup

Build it in a few focused steps.

  • 1Connect Agile CRM and Agenty once in Notis.
  • 2Create an automation and describe the list name and purpose.
  • 3Pick the webhook trigger and choose where run reports go.
  • 4Test with one real research list request and verify it exists.

Questions about this workflow

Can this create a list with custom columns?

The listed action creates a list with an optional description. Do not assume it creates a custom schema.

When should I use this?

Use it when a research effort needs a new destination list.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

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

Agile CRM triggers

Agenty actions

Recurring trigger

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

TriggerScheduled

Add List Rows

Add rows to an existing list.

ActionInstant

Webhook trigger

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

TriggerInstant

Create Agent

Creates an agent for web scraping, monitoring, or crawling.

ActionInstant

Get Agent Templates

Lists public agent templates and sample agents.

ActionInstant

Delete Agent by ID

Permanently deletes an agent.

ActionInstant

Fetch all agents

Lists all active agents in the account.

ActionInstant

Get Agent by ID

Retrieves the details and configuration of an agent.

ActionInstant

Update Agent by ID

Updates an existing agent’s configuration and details.

ActionInstant

Create API Key

Creates an API key for programmatic access to your account.

ActionInstant

Connect any two apps with Notis in the middle.

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

When this happens · Trigger

Do this · Action

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