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Notis

Create a separate competitor watch from a CRM request

Reuse a proven monitoring setup when a new prospect or account calls for its own competitor watch.

Trigger

Webhook received

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

Action

Clone Agent by ID

Why this helps

Rebuilding a familiar monitoring configuration from scratch adds friction to account research.

  • Reuse an existing agent configuration for a new watch.
  • Keep separate monitoring work organized by request.
  • Avoid manually rebuilding a proven setup.

Setup

Build it in a few focused steps.

  • 1Connect Agile CRM and Agenty once in Notis.
  • 2Create an automation and instruct Notis which existing agent to clone for a valid request.
  • 3Pick the webhook trigger and choose where run reports go.
  • 4Test with one real request and check the cloned agent details.

Questions about this workflow

Does this create the original monitoring agent?

No. The action clones an existing agent by ID. The original agent must already exist.

Can the clone start immediately?

The clone action can optionally start the clone. Specify the desired behavior in your 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.

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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