Choose a thoughtful next step for contacts who have gone quiet
Create a few useful options for reconnecting based on what the contact has actually discussed with your team.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Text Chat Completion
Generates a text completion or chat response using an AI model.
Why this helps
Re-engagement becomes difficult when contact records are stale and there is no time to reconstruct the relationship.
- Suggest approaches grounded in supplied contact history.
- Avoid generic outreach by including prior interests and conversations.
- Identify when the record lacks enough context for a relevant message.
Setup
Build it in a few focused steps.
- 1Connect Agile CRM and Ai ml api once in the Notis portal.
- 2Create an automation in Automations, New Automation, or tell Notis what outcome you want from any channel.
- 3In one instruction, ask Notis to suggest a few respectful re-engagement approaches using supplied contact history and inactivity details, and flag missing context.
- 4Choose a recurring schedule and select where run reports should go.
- 5Test with one real contact example and ensure the input includes activity dates and relevant history.
Questions about this workflow
Can it identify inactive contacts automatically?
No Agile CRM trigger or retrieval event is listed. Supply the contact list and the inactivity details to review.
Will it send outreach?
No. The action generates suggestions. Review them and use your normal process to contact anyone.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agile CRM to Ai ml api. A trigger fires from one place; an action lands in another.
Agile CRM triggers
Ai ml api actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Cancel Run
Cancel a run that is currently in progress.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Text Chat Completion
Generates a text completion or chat response using an AI model.
Create Assistant
Create an AI assistant with its chosen model, instructions, and tools.
Create Message
Add a user or assistant message to an existing thread.
Create Run
Start an assistant run on a thread to process its messages and generate a response.
Create Thread
Create a conversation thread that stores messages and context.
Delete Assistant
Delete an assistant.
Delete Message
Delete a message from a thread.
Connect any two apps with Notis in the middle.
Agile CRM and Ai ml api, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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