Find Amcards contacts while handling CRM follow-up
Send a lookup request to Notis and get relevant Amcards contact results next to your Agile CRM follow-up.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Get Contacts
List contacts from your account.
Why this helps
Rechecking contact details across tools adds friction to follow-up and makes matching records slower.
- Retrieve Amcards contacts using available search details
- Summarize matching contact records for follow-up
- Keep the lookup connected to the original CRM request
Setup
Build it in a few focused steps.
- 1Connect Agile CRM and Amcards once in the Notis portal.
- 2Create an automation from Automations, New Automation, and name it.
- 3In one instruction, tell Notis to use the request's contact search details to retrieve and summarize matching Amcards contacts.
- 4Choose the webhook trigger and select where run reports should go.
- 5Test with one real contact lookup request.
Questions about this workflow
What search details are supported?
The action description includes limit, skip, and filters such as first name, last name, and email. Supply the details in the request or instruction.
Will this update the contact in Agile CRM?
No. The available Amcards action retrieves contacts; it does not describe an update action.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agile CRM to Amcards. A trigger fires from one place; an action lands in another.
Agile CRM triggers
Amcards actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Get Cards
List all cards associated with your account.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Get API Schema
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Get Contacts
List contacts from your account.
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Get Public Template
Retrieve details of a public template.
List Categories
List card template categories in priority order.
Connect any two apps with Notis in the middle.
Agile CRM and Amcards, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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No card. Works with personal or business Amcards.