Find room to meet qualified Agile CRM leads
Turn a qualified lead into a clear next step by checking your calendar before you reach out.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Check calendar availability
Checks a calendar's free and busy times without revealing event details.
Why this helps
Qualified leads can sit while you switch between your CRM and calendar to find a time to suggest.
- Check availability as soon as a qualified lead needs follow-up.
- Reduce context switching between CRM and calendar.
- Get a report with available times to use in your outreach.
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 lead is marked qualified, check the chosen Cal calendar for availability and report options for follow-up.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one real qualified lead and review the report.
Questions about this workflow
Will this book a meeting automatically?
No. This workflow checks calendar availability and reports options; it does not create a booking.
What starts the workflow?
An HTTP request to the Notis webhook starts it. Configure Agile CRM or an intermediary to send the relevant lead update.
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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