Review onboarding readiness with Agile CRM and Backendless
Keep onboarding moving by checking the CRM context against the checklist values your backend stores.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Key Items
Retrieve items from a list in a Hive.
Why this helps
Onboarding steps can be overlooked when checklist details are stored separately from customer records.
- Review the onboarding context you specify in Agile CRM.
- Retrieve all, one, or a range of values from a named Backendless list.
- Make readiness checks more repeatable.
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.
- 3Tell Notis which onboarding context to review and provide the exact hive, key, and list range or retrieval mode.
- 4Choose a recurring schedule and select where Notis should send run reports.
- 5Test with one real onboarding contact and confirm the returned values support the check.
Questions about this workflow
Can I retrieve only a portion of the list?
Yes. State whether you want all values, a single index, or a specific range.
Does this mark checklist items complete?
No. It retrieves list values; it does not update them.
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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