Give sales leads relevant Calendly times from Agile CRM
Turn a lead handoff into a clear next step with available meeting times ready to share.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
List event type available times
Lists available time slots for an event type within a specified period.
Why this helps
Sales teams lose momentum when they have to leave the CRM, find availability, and compose a scheduling reply by hand.
- Reduce time spent checking calendars after lead handoffs.
- Help prospects move toward booking while interest is fresh.
- Keep the availability check tied to the lead context.
Setup
Build it in a few focused steps.
- 1Connect Agile CRM and Calendly to Notis once in the portal.
- 2Create an automation in Automations, New Automation, and give it a name and prompt.
- 3Describe how Notis should identify a lead ready for a meeting and request Calendly open times.
- 4Pick the webhook trigger and choose where run reports go.
- 5Test with one real lead and review the returned time slots.
Questions about this workflow
Does this workflow book the meeting?
No. It retrieves available time slots. The lead still needs to choose a time through a scheduling link or another booking flow.
What starts the automation?
A webhook request starts it. Agile CRM has no listed native trigger event, so the webhook must be sent when the relevant lead handoff occurs.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agile CRM to Calendly. A trigger fires from one place; an action lands in another.
Agile CRM triggers
Calendly actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Cancel scheduled event
Permanently cancels an active scheduled event and notifies all invitees.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create event invitee (Deprecated)
Schedules a meeting for an invitee; this deprecated action requires a paid plan.
Create One-Off Event Type
Creates a temporary event type for a one-off meeting.
Create Event Type
Creates a one-on-one meeting type for scheduling.
Create scheduling link
Creates a scheduling link that becomes inactive after its booking limit is reached.
Create share
Creates a one-time share link with custom settings for an event type.
Create single use scheduling link
Creates a single-use scheduling link that expires after one booking.
Create webhook subscription
Creates a subscription for event notifications.
Connect any two apps with Notis in the middle.
Agile CRM and Calendly, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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