Keep booking follow-up visible in Agile CRM
Get a scheduled view of Bookingmood reservations that may need a next step in your Agile CRM sales pipeline.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List Bookings
Retrieves booking records, with optional filtering and pagination.
Why this helps
Reservation updates can sit in the booking system while the related sales follow-up remains out of sight.
- Create a regular prompt to review new and relevant reservations.
- Reduce missed follow-ups across booking and CRM workflows.
- Keep a human in the loop before changing sales records.
Setup
Build it in a few focused steps.
- 1Connect Agile CRM and Bookingmood once in the Notis portal.
- 2Create an automation in Automations, New Automation, or tell Notis to create it from any channel.
- 3In one instruction, say to list relevant Bookingmood bookings and summarize which references need follow-up in Agile CRM; provide any follow-up criteria Notis should apply.
- 4Choose a notis_cron trigger and set the review schedule.
- 5Choose where run reports go, then test with one real booking and verify the summary.
Questions about this workflow
Does this workflow update Agile CRM records?
The listed Bookingmood action retrieves bookings. Treat the output as a follow-up review; no Agile CRM write action is provided in this package.
Can Notis decide which reservations need follow-up?
It can apply criteria you provide. Supply the relevant sales stages, timing rules, or other baseline because those are not included in the Bookingmood booking list action.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agile CRM to Bookingmood. A trigger fires from one place; an action lands in another.
Agile CRM triggers
Bookingmood actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Booking Widget
Creates a booking widget.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Product
Creates a bookable product and automatically adjusts the subscription to the product count.
Delete Booking Details
Deletes booking details that match the selected criteria.
Create Site Pages
Creates new pages for a site.
List Organizations
Lists the organizations available to the current account.
List Booking Widgets
Lists the booking widgets available to the current account.
Delete Attributes
Deletes matching attributes after you confirm which records to remove.
Delete Bookings
Deletes matching bookings; at least one filter is required to prevent deleting them all.
Connect any two apps with Notis in the middle.
Agile CRM and Bookingmood, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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