Turn quiet Agile CRM leads into a clear reengagement path
Give dormant prospects an easy way to tell you what they need next, without rebuilding a form by hand.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create Form
Creates a new form.
Why this helps
Leads go quiet, and creating a tailored way to restart the conversation becomes another task on the founder's list.
- Creates a Basin form when a scheduled review identifies a reengagement opportunity.
- Reduces time spent deciding how to restart conversations with inactive leads.
- Keeps the form focused on capturing the prospect's preferred next 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 stale lead reengagement.
- 3In one instruction, ask Notis to review quiet Agile CRM leads and create a Basin form for prospects to share their needs and preferred follow-up.
- 4Pick a recurring schedule as the trigger and choose where run reports should go.
- 5Test with one real stale lead and review the created form.
Questions about this workflow
Does Agile CRM start this workflow with an event?
No. Agile CRM has no listed trigger events for this workflow, so Notis runs it on a schedule.
What information should the form collect?
Specify the response details you need in the automation instruction, such as current priorities and preferred follow-up. Notis uses the instruction rather than field mapping.
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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