Review ClickSend usage across subaccounts
Make monthly messaging usage easier to check with a scheduled account usage lookup.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Account Usage by Subaccount
Retrieves monthly account usage statistics grouped by subaccount.
Why this helps
Checking account usage by hand adds another recurring admin task and makes it easier to miss a billing review.
- Put usage review on a predictable schedule
- See usage breakdown by subaccount
- Reduce repeated manual account checks
Setup
Build it in a few focused steps.
- 1Connect ClickSend once in the Notis portal; Agile CRM has no trigger events for this workflow.
- 2Create an automation in Automations, New Automation, and name it.
- 3Tell Notis to retrieve account usage by subaccount for the month and year you specify, then summarize the breakdown.
- 4Choose a notis_cron schedule and select where run reports should go.
- 5Test with one real month and year, then review the returned usage.
Questions about this workflow
Does this workflow read Agile CRM records?
No Agile CRM trigger events are available. The scheduled trigger starts the workflow, and the action retrieves ClickSend account usage.
Which month does it report on?
Specify the month and year in the automation instruction. The action retrieves usage for that period.
Does it send SMS messages?
No. This workflow retrieves usage statistics for monitoring or billing review; it does not send messages.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agile CRM to ClickSend. A trigger fires from one place; an action lands in another.
Agile CRM triggers
ClickSend actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Get Account Usage by Subaccount
Retrieves monthly account usage statistics grouped by subaccount.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
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Connect any two apps with Notis in the middle.
Agile CRM and ClickSend, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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