Bring meeting activity into your lead follow-up review
Start your review with Calendly meeting activity already gathered, so your team can decide which Agile CRM leads need attention.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List events
Lists scheduled events.
Why this helps
Teams can miss follow-up when upcoming and recently scheduled meetings live outside their regular CRM review.
- Gather a recurring view of scheduled Calendly events.
- Give sales reviews a clearer starting point for follow-up decisions.
- Reduce manual switching between scheduling and CRM tools.
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 describe the review you want.
- 3Tell Notis the event scope and date window to use, plus how to summarize results for Agile CRM follow-up.
- 4Pick a recurring schedule trigger and choose where run reports go.
- 5Test with one real review window and confirm the report is useful.
Questions about this workflow
Can this action filter events by Agile CRM lead status?
The listed Calendly event action requires a Calendly scope such as a user, organization, group, or invitee email. Any CRM-specific matching needs to be supplied or handled separately.
Does this update Agile CRM records?
No. The available target action lists Calendly events; the workflow can report findings to help with CRM follow-up, but it does not update Agile CRM.
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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