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Notis

Give meaningful campaign responses a next step

Turn a response worth acting on into a task instead of another item to remember.

Trigger

Webhook received

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

Action

Create Task

Creates a new task.

Why this helps

Campaign engagement can arrive amid other work and fail to become timely personal follow-up.

  • Convert important responses into concrete work
  • Focus follow-up on responses that merit attention
  • Keep context close to the task

Setup

Build it in a few focused steps.

  • 1Connect Agile CRM and Agiled once in the Notis portal.
  • 2Create an automation describing which campaign responses merit an Agiled task.
  • 3Pick the Notis webhook trigger and choose a run-report destination.
  • 4Send one real response with its relevant campaign and contact context to test.

Questions about this workflow

Will every campaign interaction create a task?

Set the instruction to create tasks only for response types that warrant direct follow-up.

Can Notis infer campaign history?

The request must include any history or campaign context needed for the decision.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link Agile CRM to Agiled. A trigger fires from one place; an action lands in another.

Agile CRM triggers

Agiled actions

Recurring trigger

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

TriggerScheduled

Create Expense

Creates a new expense.

ActionInstant

Webhook trigger

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

TriggerInstant

Create Project

Creates a new project.

ActionInstant

Create Task

Creates a new task.

ActionInstant

Create Ticket

Creates a new support ticket.

ActionInstant

Get Contacts

Retrieves contacts.

ActionInstant

Get Currencies

Retrieves the available currencies.

ActionInstant

Get Deals

Retrieves deals.

ActionInstant

Get Employees

Retrieves employees.

ActionInstant

Connect any two apps with Notis in the middle.

Agile CRM and Agiled, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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