See the research jobs behind your CRM follow-ups
A recurring job list makes it easier to see what research has run and what may need review.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Fetch all jobs
Retrieves all jobs in the account.
Why this helps
Completed and in-progress research jobs can be hard to keep track of across multiple accounts.
- Review job activity on a recurring basis.
- Keep research runs visible alongside CRM work.
- Find jobs that may need a closer look.
Setup
Build it in a few focused steps.
- 1Connect Agile CRM and Agenty once in Notis.
- 2Create an automation and describe which job activity you want reviewed.
- 3Pick a recurring schedule and choose where run reports go.
- 4Run once and review the returned job list.
Questions about this workflow
Does this retrieve job results?
No. It fetches job records. Use a job result action when you need output content.
Can the job list be filtered?
Describe the review you want; the action supports pagination and sorting according to its available inputs.
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
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Agenty.