Put renewal recovery actions on the work list
Make a customer's renewal risk visible as a concrete next action in Agiled.
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
Renewal concerns can linger in CRM records without a clear owner or next move.
- Turn risk context into an actionable follow-up
- Keep renewal work visible alongside other tasks
- Reduce manual translation from CRM note to task
Setup
Build it in a few focused steps.
- 1Connect Agile CRM and Agiled once in the Notis portal.
- 2Create an automation that identifies renewal risks and creates a recovery task from supplied context.
- 3Select the Notis webhook trigger and set a report destination.
- 4Send one real renewal risk record through the webhook to test.
Questions about this workflow
Can it assign a risk score?
Only if the request supplies the information needed for that assessment. The workflow should not assume unavailable history or a baseline.
What happens when no risk is present?
Instruct Notis to skip task creation and report that no qualifying risk was found.
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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