Put deal feedback beside the documentation it concerns
Add a concise review note to the matching Confluence page without rewriting its content.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Footer Comment
Adds a footer comment to a Confluence page, post, attachment, or other content.
Why this helps
Deal feedback can be separated from the documentation it affects, leaving teammates unsure where the decision belongs.
- Keep feedback attached to a relevant page.
- Preserve the existing page body while adding review context.
- Flag ambiguous page matches for review instead of commenting in the wrong place.
Setup
Build it in a few focused steps.
- 1Connect Agile CRM and Confluence once in Notis.
- 2Create an automation named Deal Review Comment.
- 3Ask Notis to use the submitted deal update to find the explicitly referenced Confluence page and add a concise footer comment; request clarification when the page is ambiguous.
- 4Choose the webhook trigger and select where run reports should go.
- 5Test with one real deal update and verify the comment appears on the intended page.
Questions about this workflow
Can this edit the page itself?
This workflow adds a footer comment. It does not rewrite the page body.
What if the update does not identify a page?
The instruction should have Notis search for a clear match and report ambiguity rather than comment on a guess.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agile CRM to Confluence. A trigger fires from one place; an action lands in another.
Agile CRM triggers
Confluence actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Add Content Label
Adds labels to a page or blog post.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
CQL Search
Searches Confluence content using advanced queries.
Create Blogpost
Creates a new blog post in a space.
Create Blogpost Property
Adds custom metadata to a blog post.
Create Whiteboard Property
Adds custom metadata to a whiteboard.
Create Page
Creates a new page in a space.
Create Footer Comment
Adds a footer comment to a Confluence page, post, attachment, or other content.
Create Page Property
Adds custom metadata to a page.
Connect any two apps with Notis in the middle.
Agile CRM and Confluence, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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