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Notis

Keep campaign response outcomes current in Airtable

Turn response review details from your Agile CRM process into updates on the Airtable records you use to track campaign outcomes.

Trigger

Webhook received

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

Action

Update multiple records

Updates multiple existing records in a specified airtable table; these updates are not performed atomically.

Why this helps

Campaign review notes can arrive without making it back to the shared record people rely on.

  • Keep shared campaign outcome records current.
  • Reduce manual updates after reviewing responses.
  • Help the team see the latest supplied response details.

Setup

Build it in a few focused steps.

  • 1Connect Agile CRM and Airtable once in the Notis portal.
  • 2Create an automation in Automations, New Automation, and name it for campaign response reviews.
  • 3Tell Notis in one instruction to update the matching Airtable records using response outcomes included with the webhook request.
  • 4Choose the webhook trigger and the channel for run reports.
  • 5Test with one real response example and verify the correct records were updated.

Questions about this workflow

Will this run automatically on an Agile CRM campaign event?

No Agile CRM trigger events are listed. An HTTP request must start this workflow by sending the response review details to the Notis webhook.

How are records matched?

Include a reliable record identifier in the request or tell Notis how to identify the matching Airtable records using available details. Updates are not atomic, so review the report for partial completion.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

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

Agile CRM triggers

Airtable actions

Recurring trigger

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

TriggerScheduled

Create base

Creates a new airtable base with specified tables and fields within a workspace; ensure field options are valid for their type.

ActionInstant

Webhook trigger

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

TriggerInstant

Create Comment

Creates a new comment on a specific record within an airtable base and table.

ActionInstant

Create Field

Creates a new field within a specified table in an airtable base.

ActionInstant

Create multiple records

Creates multiple new records in a specified airtable table.

ActionInstant

Create a record

Creates a new record in a specified airtable table; field values must conform to the table's column types.

ActionInstant

Create table

Creates a new table within a specified existing airtable base, allowing definition of its name, description, and field structure.

ActionInstant

Delete Comment

Deletes an existing comment from a specified record in an airtable table.

ActionInstant

Delete multiple records

Deletes up to 10 specified records from a table within an airtable base.

ActionInstant

Connect any two apps with Notis in the middle.

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

When this happens · Trigger

Do this · Action

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