Start follow-up time with meeting options ready
Review CRM follow-ups on a schedule and check calendar availability for conversations that need a meeting.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Check calendar availability
Checks a calendar's free and busy times without revealing event details.
Why this helps
Follow-ups slip when you have to reopen several records and separately search for a time before acting.
- Surface follow-ups that need a meeting in one report.
- Check calendar space before starting outreach.
- Spend less time reopening records to rebuild context.
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: review follow-ups due in Agile CRM, identify those needing a meeting, check calendar availability, and report the relevant options.
- 4Pick a recurring schedule trigger and choose where run reports should go.
- 5Test with one real follow-up and confirm the report includes useful availability.
Questions about this workflow
Does this send follow-up messages?
No. It checks availability and reports follow-ups with meeting options; it does not send outreach.
What information does it need?
The connected CRM records should include the follow-up context, and the Cal calendar must be accessible for availability checks.
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
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Cal.