See which opportunities need a nudge
Get one focused view of quiet deals so follow-up does not depend on memory.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create Page
Creates a new page in a space.
Why this helps
Open opportunities can sit untouched while a founder switches between pipeline views and scattered reminders.
- Bring inactive opportunities into one review page.
- Use available activity dates and deal details to explain why each record was included.
- Make follow-up decisions without reopening every CRM record.
Setup
Build it in a few focused steps.
- 1Connect Agile CRM and Confluence once in Notis.
- 2Create an automation named Stale Opportunity Brief.
- 3Ask Notis to review available opportunity and activity data, then create a Confluence brief of records with no activity within the interval you specify.
- 4Choose a recurring schedule and select where run reports should go.
- 5Test with one real pipeline review and confirm the included records and dates.
Questions about this workflow
Can I define what counts as stale?
Yes. State the time interval in the instruction. Notis can only evaluate activity dates and history that Agile CRM returns.
Will this change opportunity records?
No. This workflow creates a Confluence brief so you can review and decide on follow-up.
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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