Connect Related Products from a CRM Launch Brief
Keep complementary products connected when their relationship is confirmed in the launch plan.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Linked Products
Links related products, such as complementary items or bundles.
Why this helps
Related product setup is easy to miss when product details are split across planning and catalog work.
- Capture an explicitly supplied product relationship
- Reduce missed catalog cross-links
- Support bidirectional linking when requested
Setup
Build it in a few focused steps.
- 1Connect Agile CRM and Cloudcart once in the Notis portal.
- 2Create an automation asking Notis to link the supplied existing Cloudcart products and use bidirectional linking only when specified.
- 3Pick the Notis webhook trigger and choose where run reports should go.
- 4Test with one real product pair and confirm the relationship.
Questions about this workflow
Can this infer complementary products?
Use product pairs supplied or approved in the launch brief. The workflow should not invent relationships.
Can links be bidirectional?
The action supports bidirectional linking. State whether that is intended in the supplied request.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agile CRM to Cloudcart. A trigger fires from one place; an action lands in another.
Agile CRM triggers
Cloudcart actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Add to Cart
Adds an item to the shopping cart.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Add Category Properties
Adds properties to a category relationship for filtering or organization.
Clear Cart
Removes all items from the specified cart.
Create Category
Creates a new product category.
Create Customer
Creates a new customer profile.
Create Blog Category
Creates a blog category to organize posts.
Create Order
Creates a new order.
Create Blog Post
Creates a blog post for your store.
Connect any two apps with Notis in the middle.
Agile CRM and Cloudcart, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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