Keep your CRM research agents easy to review
Get a scheduled inventory of your Agenty agents so active research setups are easier to find and assess.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Fetch all agents
Lists all active agents in the account.
Why this helps
When agents accumulate, it can be hard to remember which ones support current CRM research.
- Bring agent inventory into a recurring review.
- Spot agents that need attention or clarification.
- Reduce time spent searching through agent setups.
Setup
Build it in a few focused steps.
- 1Connect Agile CRM and Agenty once in Notis.
- 2Create an automation and describe the agent inventory review you want.
- 3Pick a recurring schedule and choose where run reports go.
- 4Run once and review the returned list of agents.
Questions about this workflow
Does this change any agents?
No. It fetches the account's agents for review.
Can I choose how often it runs?
Yes. Choose a recurring schedule when setting the automation trigger.
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.
Add List Rows
Add rows to an existing list.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Agent
Creates an agent for web scraping, monitoring, or crawling.
Get Agent Templates
Lists public agent templates and sample agents.
Delete Agent by ID
Permanently deletes an agent.
Fetch all agents
Lists all active agents in the account.
Get Agent by ID
Retrieves the details and configuration of an agent.
Update Agent by ID
Updates an existing agent’s configuration and details.
Create API Key
Creates an API key for programmatic access to your account.
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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