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Notis

Find the Apilio text variables relevant to a handoff

Bring configured Apilio string variables into a clear handoff report when an Agile CRM request needs them.

Trigger

Webhook received

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

Action

Get String Variables

Lists all string variables.

Why this helps

Useful text stored in Apilio is easy to miss while moving between CRM follow-up and operational handoffs.

  • Retrieve the user's Apilio string variables on demand.
  • Summarize available text for a handoff report.
  • Keep a manual Apilio lookup out of the middle of follow-up work.

Setup

Build it in a few focused steps.

  • 1Connect Agile CRM and Apilio once in the Notis portal.
  • 2Create an automation in Automations, New Automation, and name it.
  • 3Tell Notis to retrieve Apilio string variables and summarize the text relevant to the handoff context you provide.
  • 4Pick the webhook trigger, choose where run reports go, and test with one real handoff request.
  • 5Send an HTTP request to start the workflow when the handoff needs a lookup.

Questions about this workflow

Can it infer handoff context from an Agile CRM event?

No Agile CRM trigger events are listed. Include the relevant context in the request that starts the Notis webhook.

Will it change the string variables?

No. The supported action retrieves string variables. It does not write or update them.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

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

Agile CRM triggers

Apilio actions

Recurring trigger

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

TriggerScheduled

Get Boolean Variables

Lists all boolean variables and their current states.

ActionInstant

Webhook trigger

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

TriggerInstant

Get Conditions

Lists the logic conditions in your account and when they were last updated.

ActionInstant

Get Logicblocks

Retrieves all logicblocks and their current status.

ActionInstant

Get Numeric Variables

Lists numeric variables and their current values.

ActionInstant

Get String Variables

Lists all string variables.

ActionInstant

List Time Conditions

Retrieve all configured time-based conditions.

ActionInstant

List Tuya Conditions

Retrieve all Tuya device-state conditions.

ActionInstant

List Variable Conditions

Retrieve all conditions based on variable values.

ActionInstant

Connect any two apps with Notis in the middle.

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

When this happens · Trigger

Do this · Action

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