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Check BART advisories before upcoming CRM travel

Review current system-wide or station-level BART advisories alongside the upcoming travel context available in Agile CRM.

Trigger

Recurring schedule

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

Action

Get Service Advisories

Retrieve current service advisories.

Why this helps

A route plan can go stale when service advisories change after a customer visit is scheduled.

  • Retrieve current BART service advisories on a recurring schedule.
  • Surface system-wide or station-level advisories relevant to available CRM travel context.
  • Reduce manual checking before planned customer visits.

Setup

Build it in a few focused steps.

  • 1Connect Agile CRM and Bart once in the Notis portal.
  • 2Create an automation and give it a clear name.
  • 3In one instruction, ask Notis to review upcoming travel context available from Agile CRM and retrieve current BART service advisories relevant to it.
  • 4Choose a recurring schedule and select where run reports should go.
  • 5Test with one real example that includes a planned BART station or route context.

Questions about this workflow

Does this check each CRM record automatically?

The scheduled run can use travel context available from the connected Agile CRM account. State which upcoming records to review in the instruction.

Can the advisory action provide a route recommendation?

It retrieves service advisories. It does not by itself guarantee a route recommendation or change a CRM record.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

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

Agile CRM triggers

Bart actions

Recurring trigger

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

TriggerScheduled

Get BART API Version

Retrieve the current API version information.

ActionInstant

Webhook trigger

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

TriggerInstant

Get BART Available Schedules

Retrieve available schedules; this deprecated endpoint returns an empty list.

ActionInstant

Get Route Info

Retrieve details about a route.

ActionInstant

Get Elevator Status

Retrieves current elevator status across all stations.

ActionInstant

Get BART Stations

Retrieve information about all stations.

ActionInstant

Get Estimated Departures

Retrieves live estimated train departures for a station.

ActionInstant

Get GTFS-RT Trip Updates

Retrieve real-time trip updates.

ActionInstant

Get BART Fare

Retrieves fare prices between two stations.

ActionInstant

Connect any two apps with Notis in the middle.

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

When this happens · Trigger

Do this · Action

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