Research new Agile CRM leads with Browse AI
Send a lead's website and context to a Browse AI robot, then get a focused research summary alongside the lead details.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Run Robot
Starts a robot task to extract data from websites.
Why this helps
New leads arrive faster than you can research their company websites, so useful context gets missed or delayed.
- Get company context without switching between CRM and browser tools.
- Return findings with the lead information that prompted the research.
- Use an existing Browse AI robot for repeatable website research.
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 lead research.
- 3Tell Notis to use the lead details and website in each request to run the matching Browse AI robot and summarize its results with the lead context.
- 4Choose the Notis webhook trigger and select where run reports should go.
- 5Test with one real lead and a robot that accepts its website as input.
Questions about this workflow
Does Agile CRM provide an event trigger for this workflow?
No. Agile CRM has no trigger events in this package. The Notis webhook starts the automation when it receives an HTTP request.
What does the robot need to run?
Use a Browse AI robot that is already available in your account and supply the input it requires, such as a lead's website URL.
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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