Keep research findings together in a reusable list
Add structured findings to an existing list so related account research is easier to review together.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Add List Rows
Add rows to an existing list.
Why this helps
Research details spread across separate reports are harder to compare and revisit.
- Collect findings in an existing list.
- Make related research easier to revisit.
- Reuse structured data in later review work.
Setup
Build it in a few focused steps.
- 1Connect Agile CRM and Agenty once in Notis.
- 2Create an automation and describe the rows to add to the intended existing list.
- 3Pick the webhook trigger and choose where run reports go.
- 4Test with one real finding and verify the row matches the list schema.
Questions about this workflow
Does this create the list?
No. The destination list must already exist.
Do the row fields have to match a schema?
Yes. Column names in row objects must match the existing list's schema.
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.
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When this happens · Trigger
Do this · Action
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