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Notis

Review the usage behind your account research

Get a recurring view of Agenty usage to understand activity across research work.

Trigger

Recurring schedule

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

Action

Get dashboard reports and usage

Retrieves account reports and usage data.

Why this helps

Usage patterns are easy to overlook when they require a separate dashboard check.

  • Bring usage reporting into a regular review.
  • See activity by date range and product context.
  • Reduce manual dashboard checks.

Setup

Build it in a few focused steps.

  • 1Connect Agile CRM and Agenty once in Notis.
  • 2Create an automation and describe the usage period and review you need.
  • 3Pick a recurring schedule and choose where run reports go.
  • 4Run once and confirm the returned usage report covers the intended range.

Questions about this workflow

What does the report contain?

The action fetches account reports such as pages used by agent, date, and product.

Can I choose a date range?

Specify the desired date range in your instruction if the action inputs support it.

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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