Research Agile CRM contacts before you reach out
Send a contact's website into an isolated browser session and gather useful context before writing your next message.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Start Browser Session
Start a new isolated browser session.
Why this helps
Contact records often lack the context you need, so researching each person adds another task before outreach.
- Reduce manual tab switching before outreach
- Keep research focused on the contact's known website
- Start an isolated browser session for each handoff
Setup
Build it in a few focused steps.
- 1Connect Agile CRM and Anchor browser once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3Tell Notis to start a browser session for a contact handoff and research the contact's website using the supplied URL.
- 4Choose the webhook trigger and select where run reports should go.
- 5Test with one real contact handoff and review the session result.
Questions about this workflow
Does this automation run when an Agile CRM contact changes?
Agile CRM trigger events are not available here. Start the automation with a Notis webhook when you want to hand off a contact.
Where does the website URL come from?
Include the URL in the webhook request or your instruction to Notis. The workflow cannot assume a field that was not supplied.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agile CRM to Anchor browser. A trigger fires from one place; an action lands in another.
Agile CRM triggers
Anchor browser actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Profile
Create a browser profile from an active session to preserve its data.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Click Mouse
Click at specified coordinates in a browser session.
Delete Profile
Delete a browser profile.
Copy Selected Text
Copy the currently selected text in a browser session to the clipboard.
End All Sessions
End all active browser sessions.
Create Integration
Create an integration that is immediately available in browser sessions and profiles.
End Browser Session
End a specific browser session.
Create or Update Task Draft
Create or update a task’s draft version for development and testing.
Connect any two apps with Notis in the middle.
Agile CRM and Anchor browser, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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