Know when a scheduled CRM sync goes quiet
Give a scheduled CRM sync a heartbeat so a missed run can stand out before stale records disrupt the team's work.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create Heartbeat
Creates a heartbeat monitor that checks for regular signals from a service.
Why this helps
A sync can stop running silently, leaving teams to discover stale customer records much later.
- Create a heartbeat monitor for a scheduled sync.
- Make missed expected signals visible through Better Stack.
- Keep sync reliability checks separate from manual spot checks.
Setup
Build it in a few focused steps.
- 1Connect Agile CRM and Better Stack once in Notis.
- 2Create an automation in Automations, New Automation, or tell Notis to create it in plain language.
- 3Ask Notis to create a Better Stack heartbeat for the named Agile CRM sync job and its expected schedule.
- 4Pick a recurring schedule trigger and choose where run reports should go.
- 5Test with one real sync job and confirm it can send the heartbeat signal.
Questions about this workflow
Does creating the heartbeat prove the sync is running?
No. The scheduled job must send heartbeat signals to Better Stack for the monitor to reflect its status.
What schedule should I choose?
Use the cadence that matches the sync job and its expected completion window.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agile CRM to Better stack. A trigger fires from one place; an action lands in another.
Agile CRM triggers
Better stack actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Escalation Policy
Creates an incident escalation policy that defines who is notified and when.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Acknowledge Incident
Acknowledges an active incident, stopping further escalations.
Create Heartbeat Group
Creates a group to organize related heartbeat checks.
Create Outgoing Webhook Integration
Creates an integration to send event notifications to an endpoint.
Create Heartbeat
Creates a heartbeat monitor that checks for regular signals from a service.
Create Source Group
Creates a group to organize related log sources.
Delete Escalation Policy
Permanently deletes an escalation policy.
Create Incident
Creates an incident and alerts the on-call responder through the applicable escalation policy.
Connect any two apps with Notis in the middle.
Agile CRM and Better stack, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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