Review Agile CRM customer cohorts with Backendless data
Bring the CRM segment you care about together with relevant Backendless records for a quicker review.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
General Object Retrieval
Retrieve objects from a table.
Why this helps
Customer context is harder to act on when CRM segments and application data sit in separate places.
- Review contacts that match criteria you state in plain language.
- Retrieve relevant objects from a specified Backendless table.
- Give a run report the CRM and app context needed for a decision.
Setup
Build it in a few focused steps.
- 1Connect Agile CRM and Backendless once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3In one instruction, describe the Agile CRM contact criteria and the Backendless table and query details to use for related records.
- 4Choose a recurring schedule and select where Notis should send run reports.
- 5Test with one real contact and confirm the retrieved records add useful context.
Questions about this workflow
Can Notis infer which Backendless table contains the matching records?
Provide the table name and the criteria or identifiers needed to retrieve related objects. Notis should not guess a table.
What if the CRM does not have a field needed for the cohort?
Supply the missing criteria in your instruction or choose a rule based on data Agile CRM provides.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agile CRM to Backendless. A trigger fires from one place; an action lands in another.
Agile CRM triggers
Backendless actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Copy File
Copy a file or directory in file storage.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Directory
Create a directory in file storage.
Create Backendless Hive
Create a Hive.
Create Backendless Timer
Create a timer for scheduled server-side tasks.
Delete Directory
Delete a directory from file storage.
Delete File
Permanently delete a file from storage; this cannot be undone.
Delete Backendless Timer
Immediately and permanently delete a timer, stopping scheduled runs; this cannot be undone.
Directory Listing
List files and directories in storage.
Connect any two apps with Notis in the middle.
Agile CRM and Backendless, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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