Keep watch on priority account websites
Ask Notis to create a Browse AI monitor for a chosen account website and return the monitor details for follow-up.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create Monitor
Creates a monitor that tracks website changes on a recurring schedule.
Why this helps
Important account changes can go unnoticed when website checks depend on someone remembering to revisit each page.
- Create a monitor from a priority account research request.
- Track a website on a selected Browse AI schedule.
- Keep the resulting monitor details with the account context.
Setup
Build it in a few focused steps.
- 1Connect Agile CRM and Browse AI once in the Notis portal.
- 2Create an automation in Notis and name it for priority account monitoring.
- 3Tell Notis to use the account website and requested monitoring cadence to create a Browse AI monitor, then report its details with the account context.
- 4Pick a recurring Notis schedule and choose where run reports should go.
- 5Test with one real account website and a robot that supports monitoring.
Questions about this workflow
Does this automatically detect priority accounts in Agile CRM?
No. Agile CRM provides no trigger events here. Supply the account context in the request or report source, and specify which accounts should be monitored.
What schedule does the monitor use?
The monitor uses the frequency and interval supported by Browse AI. State the desired cadence in your instruction.
When this happens · Trigger
Do this · Action
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.
Bulk Run Tasks
Runs a large batch of tasks with a web automation robot.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Monitor
Creates a monitor that tracks website changes on a recurring schedule.
Create Webhook
Creates a webhook to notify your server when selected robot events occur.
Delete a specific monitor
Deletes a specific monitor from your account.
Delete a specific task
Deletes a specific task.
Get Robots List
Retrieves all robots in your account.
Get Robot Tasks
Retrieves the execution history for a specific robot.
Get Task Details
Retrieves detailed status and results for a specific task.
Connect any two apps with Notis in the middle.
Agile CRM and Browseai, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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