Make the next step clear for qualified Agile CRM leads
Move a promising lead toward a useful conversation with a focused intake form created from the context you provide.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Form
Creates a new form.
Why this helps
Qualified leads can stall while someone gathers context and prepares a separate intake form for the next conversation.
- Starts from an HTTP request carrying the lead context.
- Creates a Basin form designed around the next sales conversation.
- Cuts the time between qualification and a useful follow-up step.
Setup
Build it in a few focused steps.
- 1Connect Agile CRM and Basin once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it for qualified lead intake.
- 3In one instruction, ask Notis to use the supplied Agile CRM lead context to create a Basin form for the next sales conversation.
- 4Pick a webhook trigger and choose where run reports should go.
- 5Test with one real qualified lead example and review the new form.
Questions about this workflow
How does the lead trigger this workflow?
The workflow starts when an HTTP request reaches the Notis webhook trigger. Agile CRM has no listed trigger event in this package.
What if the lead context is not included in the request?
Provide the missing context in the automation instruction or the webhook request so Notis has the information it needs.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agile CRM to Basin. A trigger fires from one place; an action lands in another.
Agile CRM triggers
Basin actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Form
Creates a new form.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Form Webhook
Creates a webhook for a form.
Create Project
Creates a new project for organizing forms.
Delete Form
Permanently deletes a form; this action cannot be undone.
Delete Submission
Permanently deletes a form submission after its ID is confirmed.
Delete Project
Deletes a project.
Delete Webhook
Deletes a form webhook.
Get Domains
Lists the custom domains linked to your account.
Connect any two apps with Notis in the middle.
Agile CRM and Basin, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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