Keep build follow-ups visible beside Agile CRM work
Get a scheduled snapshot of recent pipeline runs so build-related follow-ups do not disappear into a busy CRM queue.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List Pipelines for Project
Retrieves all pipelines for a project.
Why this helps
Build status and customer follow-up often live in separate tools, making it easy to miss a run that needs attention.
- Review project pipelines on a recurring schedule.
- Surface recent runs that may need follow-up.
- Reduce manual checking across CRM and CI tools.
Setup
Build it in a few focused steps.
- 1Connect Agile CRM and CircleCI once in Notis.
- 2Create an automation in Notis and give it a name.
- 3In one instruction, tell Notis what CircleCI pipeline information to review and how to summarize relevant follow-ups for Agile CRM work.
- 4Choose a recurring schedule and select where run reports should go.
- 5Run one real example and confirm the report is useful.
Questions about this workflow
Does this workflow update Agile CRM records?
No. The available CircleCI action lists project pipelines. The automation can prepare a report, but updating Agile CRM is not specified by the available actions.
What details can it review?
It can review the pipeline information returned by CircleCI. Provide any CRM context or follow-up criteria that are not available from those results.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agile CRM to Circleci. A trigger fires from one place; an action lands in another.
Agile CRM triggers
Circleci actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Get Job Artifacts
Retrieves files produced by a job.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Context
Creates a context for sharing environment variables securely across projects.
Get Job Details
Retrieves status, timing, and executor details for a job.
Create Context (GraphQL)
Creates a context for storing environment variables; returns an error if creation fails.
Get Pipeline Config
Retrieves the source or compiled configuration for a pipeline.
Create Context Restriction
Creates a context restriction to limit access by project, rules, or group.
Get Test Metadata
Retrieves test results, run times, and failure details for a job.
Create Organization Orb Allowlist
Allows URL-based orb references with matching prefixes in an organization’s pipelines.
Connect any two apps with Notis in the middle.
Agile CRM and Circleci, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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