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Share useful CRM text without exposing its sensitive values

Anonymize a list of plain text values from Agile CRM before you send them to an AI assistant or service.

Trigger

Webhook received

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

Action

Anonymize Value

Anonymize one or more text values to conceal sensitive information.

Why this helps

Removing personal identifiers from notes one by one slows down follow-up and creates room for mistakes.

  • Anonymize multiple strings in one step
  • Prepare CRM text for safer AI assistance
  • Reduce repetitive manual redaction

Setup

Build it in a few focused steps.

  • 1Connect Agile CRM and Anonyflow once in the Notis portal.
  • 2Create an automation in Automations, New Automation, or ask Notis from any channel.
  • 3Describe which plain text values to anonymize and how the result will be used.
  • 4Choose a Notis webhook trigger and a report channel.
  • 5Test with one real set of strings and inspect the anonymized output.

Questions about this workflow

Can this action anonymize a complete contact record?

No. Anonymize Value supports a list of strings, not nested structures. Use Anonymize Packet for structured JSON data.

What should I include in the webhook request?

Include the plain text strings that the automation should process, such as a note excerpt or message text.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

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

Agile CRM triggers

Anonyflow actions

Recurring trigger

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

TriggerScheduled

Anonymize Value

Anonymize one or more text values to conceal sensitive information.

ActionInstant

Webhook trigger

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

TriggerInstant

Anonymize Packet

Anonymizes all or selected fields in a JSON data packet.

ActionInstant

Deanonymize Packet

Recover data from an anonymized packet using your private key.

ActionInstant

Deanonymize Value

Recover the original text from anonymized values.

ActionInstant

Test Connection

Check whether the service is reachable and operational.

ActionInstant

Connect any two apps with Notis in the middle.

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

When this happens · Trigger

Do this · Action

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