Make contact commitments easy to follow through on
Turn what you promised a contact into a task you can find and finish.
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
A call note can record a promise without putting that promise on the work list.
- Keep promised actions visible outside the CRM
- Clarify the task and its due date from interaction context
- Lower the chance of an important follow-up slipping
Setup
Build it in a few focused steps.
- 1Connect Agile CRM and Agiled once in the Notis portal.
- 2Create an automation with an instruction to turn explicit contact commitments into tasks.
- 3Choose the Notis webhook trigger and a report destination.
- 4Send one real contact interaction with a commitment in the webhook request to test.
Questions about this workflow
Does it create a task for every contact note?
The instruction can tell Notis to create a task only when the supplied interaction contains a clear commitment.
What if the note has no due date?
Tell Notis to use a date only when one is provided, and otherwise leave timing unspecified.
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.
Create Expense
Creates a new expense.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Project
Creates a new project.
Create Task
Creates a new task.
Create Ticket
Creates a new support ticket.
Get Contacts
Retrieves contacts.
Get Currencies
Retrieves the available currencies.
Get Deals
Retrieves deals.
Get Employees
Retrieves employees.
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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