Research prospects before your next Agile CRM follow-up
Give each prospect a little context before you reach out. Start an Agenty research agent with a Notis webhook and gather public information for review.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Agent
Creates an agent for web scraping, monitoring, or crawling.
Why this helps
Switching between a CRM record, browser tabs, and notes makes prospect research easy to postpone or lose.
- Gather public prospect context in one place for review.
- Reduce manual browsing before follow-up.
- Keep research work tied to a prospect request.
Setup
Build it in a few focused steps.
- 1Connect Agile CRM and Agenty once in Notis.
- 2Create an automation in Notis and describe the research outcome in one instruction.
- 3Pick the webhook trigger and choose where run reports go.
- 4Send one real prospect request to the webhook and review the result.
Questions about this workflow
Does Agile CRM start this automation automatically?
No. Agile CRM has no available trigger events here. A Notis webhook starts the automation when it receives a request.
What should the agent research?
Describe the public sources and prospect context you want it to examine in the automation instruction.
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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