Connect Agile CRM to Bettercontact

When something happens in Agile CRM, Notis takes the next step in Bettercontact. Describe what you want in plain English, or start from one of the examples below.

When this happens · Trigger

Do this · Action

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Examples

Ways Notis can move work from Agile CRM to Bettercontact

View example

Enrich an Agile CRM contact

Send a contact from Agile CRM to Bettercontact to find a verified work email and direct phone number.

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Find prospects from an Agile CRM request

Turn a webhook request carrying prospect criteria into a Bettercontact Lead Finder search.

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Check Bettercontact credits before enrichment

Check the Bettercontact account's remaining credits before a webhook request proceeds to a credit-consuming task.

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Retrieve results from an enrichment request

Use a webhook request carrying a Bettercontact enrichment request ID to retrieve status and returned contact data.

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Retrieve Bettercontact lead search results

Use a webhook request carrying a Bettercontact Lead Finder search ID to retrieve its results and lead details.

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Review Bettercontact credits on a schedule

Run a scheduled check of the Bettercontact account balance and send the result to a chosen report channel.

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Run a recurring Bettercontact prospect search

On a chosen schedule, create a Bettercontact Lead Finder search using prospect criteria supplied in the automation instruction.

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Submit a planned lead batch for enrichment

On a recurring schedule, submit a lead batch supplied to the automation to Bettercontact for email and phone enrichment.

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Review enrichment request status on schedule

Use a recurring schedule to retrieve results for a Bettercontact request ID supplied in the automation instruction.

Supported Triggers and Actions

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

Agile CRM triggers

Bettercontact actions

Recurring trigger

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

TriggerScheduled

Check Credits Balance

Checks the remaining account credits.

ActionInstant

Webhook trigger

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

TriggerInstant

Create Lead Finder Search

Creates a search to find leads matching company and people criteria.

ActionInstant

Enrich Leads

Requests work email and direct phone number enrichment for leads.

ActionInstant

Get Enrichment Results

Retrieves the results of a lead enrichment request.

ActionInstant

Get Lead Finder Results

Retrieves the results of a lead search.

ActionInstant

Trigger Types

Four ways to start an automation.

A trigger is the event that kicks a workflow off. Notis supports four kinds: an event in a connected app, an inbound webhook, a recurring schedule, and soon, your own database.

Integration triggers

Fire when something happens inside a connected app. New Notion page, Stripe charge, Linear issue: any of 1,000+ apps can start a workflow.

New Notion pageStripe chargeCalendar event

Webhook triggers

A unique URL per workflow. Anything that can send an HTTP POST can start an automation, including no-code tools that speak webhooks.

Any HTTP POSTCustom backendIoT event

Works with

ZapierPipedream

Most used

Recurring triggers

Cron-style schedules run a workflow on the clock. Daily standups, hourly syncs, business-hours-only digests: the workhorse of Notis.

Daily · 8:00HourlyWeekdays only

Coming soon

Database triggers

Watch a row, query, or threshold in your own database and fire the moment the data changes. Row inserted, value crosses a limit, query starts matching.

Row insertedValue > limitQuery match

Why AI automation

Classic automation breaks. AI adapts.

Same triggers and actions, smarter middle. AI handles the fuzziness that breaks traditional Zapier-style workflows the moment a field gets renamed.

Classic automationAI automation

Cost

$ · pay per run

$$ · AI models per run

Reliability

Breaks on schema change

Adapts to format changes

Setup

Click 8 dropdowns

Describe it in English

Handles fuzzy

Hard-coded fields only

Reads intent, summarises

Human in loop

Bolted on

Built in · approval inbox

Maintenance

You own every break

Self-heals · we own it

Ease of use

Describe it. Notis builds it.

Skip the visual builder. Tell Notis what you want, in plain English. It writes the workflow, you review and deploy.

You · in the Notis Builder

NEW

“When a row gets added to the Q4 OKRs Notion database and the status is Blocked, send a Telegram message to the owner with a summary of what's blocking, and ping me if there's no reply within 24 hours.”

Notis built this automation:

TriggerRow added to "Q4 OKRs"

Condition✦Status = "Blocked"

AI step✦Summarise the blocker in plain English

ActionDM the row owner with summary

Timeout✦No reply in 24h → ping you

Observability

Watch every run.

Notis Desktop is Mission Control for your AI automations. See every run, replay, edit, or rewind. Set approval gates so Notis pauses before destructive actions.