Connect Agile CRM to Browseai

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

When this happens · Trigger

Do this · Action

Build an automation Browse examples

Examples

Ways Notis can move work from Agile CRM to Browseai

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Research New Agile CRM Leads

Enrich a new lead's website details with a Browse AI robot, then return the findings with the lead context.

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Review Browse AI Robots for CRM Research

On a recurring schedule, retrieve your Browse AI robots and report which ones are available for Agile CRM research requests.

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Monitor Priority Account Websites

Create a Browse AI monitor for a priority account website so changes can be checked on a recurring schedule.

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Research CRM Account Lists at Scale

Send a large account research request to a Browse AI robot using its bulk task capability, then summarize the run details.

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Review Account Research Task Results

On a schedule, retrieve tasks for a chosen Browse AI robot and summarize statuses and available captured data for CRM follow-up.

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Inspect a Prospect Research Task

When a task needs attention, retrieve its detailed Browse AI record and summarize the result alongside its CRM context.

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Check Browse AI Before Research Runs

Check Browse AI system status on a schedule and report infrastructure and task queue conditions before planned account research.

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Audit Account Research Webhooks

Retrieve webhook configurations for a specified Browse AI robot and summarize which notifications are configured for research follow-up.

Supported Triggers and Actions

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

Agile CRM triggers

Browseai actions

Recurring trigger

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

TriggerScheduled

Bulk Run Tasks

Runs a large batch of tasks with a web automation robot.

ActionInstant

Webhook trigger

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

TriggerInstant

Create Monitor

Creates a monitor that tracks website changes on a recurring schedule.

ActionInstant

Create Webhook

Creates a webhook to notify your server when selected robot events occur.

ActionInstant

Delete a specific monitor

Deletes a specific monitor from your account.

ActionInstant

Delete a specific task

Deletes a specific task.

ActionInstant

Get Robots List

Retrieves all robots in your account.

ActionInstant

Get Robot Tasks

Retrieves the execution history for a specific robot.

ActionInstant

Get Task Details

Retrieves detailed status and results for a specific task.

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.