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Find similar Agile CRM notes and descriptions

Compare two pieces of CRM text and get a similarity score to guide a quick duplicate review.

Trigger

Webhook received

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

Action

Compute Text Similarity

Calculates the semantic similarity between two texts.

Why this helps

Similar notes and descriptions can hide in a busy CRM, making duplicate review slower and less reliable.

  • Get a semantic similarity score for two supplied texts.
  • Focus human review on records that appear related.
  • Avoid relying only on exact wording when comparing descriptions.

Setup

Build it in a few focused steps.

  • 1Connect Agile CRM and Api Ninjas once in the Notis portal.
  • 2Create an automation in Automations, New Automation, and name it for duplicate review.
  • 3Tell Notis to compare two supplied CRM text samples and explain the similarity score as a review signal.
  • 4Choose the Notis webhook trigger and the channel for run reports.
  • 5Test with one pair of real examples and decide how your team will use the score.

Questions about this workflow

Does this find duplicates automatically in Agile CRM?

No. The action compares two supplied text samples. Your request must provide the texts, and the score is a signal for review.

What does the score mean?

The action returns a semantic similarity score from 0 to 1. It measures relatedness, not whether two records are definitively duplicates.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

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

Agile CRM triggers

Api ninjas actions

Recurring trigger

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

TriggerScheduled

Analyze Text Sentiment

Analyzes text sentiment and returns a score and classification.

ActionInstant

Webhook trigger

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

TriggerInstant

Analyze Nutrition

Extracts nutrition information from food-related text.

ActionInstant

Assess NAICS Risk

Assesses documented compliance risk indicators for NAICS codes; requires Business tier or higher.

ActionInstant

Calculate Airport Distance

Calculates distance, initial bearing, and estimated flight time between airports; Premium required.

ActionInstant

Calculate Calories Burned

Estimates calories burned for an activity based on duration and body weight.

ActionInstant

Calculate Mortgage

Calculates mortgage payments, including applicable costs such as taxes and insurance.

ActionInstant

Calculate Currency Volatility

Calculates realized currency-pair volatility and percentile context; Premium required.

ActionInstant

Calculate Sales Tax

Calculates sales tax for a purchase in a US location.

ActionInstant

Connect any two apps with Notis in the middle.

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

When this happens · Trigger

Do this · Action

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