Bring the right CRM stakeholders into the meeting
Keep a customer conversation moving by adding the relevant stakeholder to its existing booking.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Add attendee
Adds a new attendee to an existing booking.
Why this helps
A new decision-maker or teammate can be missed when meeting details live in the calendar and contact context lives in Agile CRM.
- Include relevant participants when CRM context changes.
- Avoid manually rechecking the CRM before updating a booking.
- Keep the existing meeting and its added attendee connected.
Setup
Build it in a few focused steps.
- 1Connect Agile CRM and Cal once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name and prompt.
- 3Describe the outcome: when a CRM update identifies a participant for an existing booking, add that person as an attendee using the provided booking details.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one real CRM update and an existing booking you can safely modify.
Questions about this workflow
Does this create a new meeting?
No. The Cal action adds an attendee to an existing booking. The booking identifier and attendee details must be available from the request or connected data.
Can it decide who should be invited?
Notis can use the CRM update and your instruction to identify the participant, provided the relevant person and booking context are available.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agile CRM to Cal. A trigger fires from one place; an action lands in another.
Agile CRM triggers
Cal actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Add member to team
Adds a new member to a team.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Add attendee
Adds a new attendee to an existing booking.
Add organization attribute option
Adds a new choice to an organization's single- or multiple-choice attribute.
Delete oauth client webhook
Permanently deletes a webhook for an OAuth client, stopping its event notifications.
Cancel booking via uid
Cancels an active booking using its unique identifier.
Check calendar availability
Checks a calendar's free and busy times without revealing event details.
Check gcal synchronization status
Checks the connection and sync status of a user's calendar integration.
Check ics feed calendar endpoint
Checks whether a calendar feed is accessible and contains valid calendar data.
Connect any two apps with Notis in the middle.
Agile CRM and Cal, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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