Follow up with Agile CRM leads by SMS
Put a useful follow-up in motion when a lead needs attention, without leaving your CRM workflow.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Send SMS Messages
Sends one or more SMS messages to recipients.
Why this helps
Promising leads can sit untouched when follow-up depends on remembering to switch tools and write a message.
- Reduce manual tool switching
- Keep follow-up timely
- Use provided lead context to shape a concise message
Setup
Build it in a few focused steps.
- 1Connect Agile CRM and ClickSend once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3Tell Notis to send a brief, personalized follow-up SMS using the lead details supplied in the request.
- 4Choose the notis_webhook trigger and select where run reports should go.
- 5Test with one real lead example and an authorized phone number.
Questions about this workflow
Does Agile CRM start this workflow automatically?
Agile CRM exposes no trigger events here. An HTTP request to the Notis webhook starts the automation, so arrange for your process to send the relevant lead details.
What lead details can the message use?
Notis can use details included in the webhook request. Supply the recipient phone number and any context needed for a relevant message.
Can this send a bulk campaign?
This workflow sends an individual or small set of SMS messages. Use an approved opt-in process and include any required consent and opt-out handling.
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.
Send Account Activation Token
Sends an account activation token for verification.
Verify New Account
Verify a new account with its activation token.
Calculate Post Letter Price
Estimates the cost of sending physical letters without sending them.
Calculate SMS Campaign Price
Estimates the cost of an SMS campaign before sending.
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Creates a rule for automating actions when faxes arrive.
Create Fax Delivery Receipt Automation
Creates a rule that triggers an action when a fax is delivered.
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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