Check Agile CRM contact numbers before you call
Get caller context from Callerapi alongside the Agile CRM contact, so you can make a more informed decision before dialing.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Get Phone Number Information
Retrieves phone number details, including reputation, business, and carrier information.
Why this helps
Contact records do not show whether a number has spam complaints or other caller reputation signals, so founders have to look it up separately.
- Review caller reputation without switching tools
- See available business and carrier details with the contact context
- Surface FTC complaint data when Callerapi returns it
Setup
Build it in a few focused steps.
- 1Connect Agile CRM and Callerapi once in Notis.
- 2Create an automation in the portal or tell Notis to create one, with a name and report channel.
- 3In one instruction, say to use the number from an Agile CRM contact to request Callerapi phone information and summarize the result.
- 4Choose the Notis webhook trigger and configure the caller to send the required contact and E.164 phone number.
- 5Choose where run reports go, then test with one real contact number.
Questions about this workflow
What phone number format should be sent?
Callerapi's phone information action expects an E.164 formatted number. Include that number in the webhook request.
Does this automatically update Agile CRM?
The listed Callerapi action retrieves phone information. It does not provide an Agile CRM update action.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agile CRM to Callerapi. A trigger fires from one place; an action lands in another.
Agile CRM triggers
Callerapi actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Get Phone Number Information
Retrieves phone number details, including reputation, business, and carrier information.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Dispatch Reports Manually
Manually sends today’s spam complaint reports by webhook; enterprise accounts only.
Get User Information
Retrieves the authenticated user's profile and credit usage.
List Webhook Subscriptions
Retrieves all configured webhook subscriptions for daily spam reports; enterprise accounts only.
Subscribe to Daily Spam Reports
Subscribes to daily spam report webhooks; enterprise accounts only.
Test Webhook
Sends a sample webhook payload to test an endpoint; enterprise accounts only.
Unsubscribe from Daily Reports
Stops daily spam report webhooks for a specified URL; enterprise accounts only.
Connect any two apps with Notis in the middle.
Agile CRM and Callerapi, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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