Capture customer story requests in Contentful
Give a customer story request a clear place to move from sales context toward editorial work.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Entry
Creates an entry in a space environment.
Why this helps
Strong customer stories can be forgotten when the request and its supporting context live only in sales notes.
- Keep supplied story context in a structured entry.
- Make editorial follow-up easier to find.
- Reduce repeated requests for background details.
Setup
Build it in a few focused steps.
- 1Connect Agile CRM and Contentful once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3Describe the entry to create and the supplied customer story details to preserve.
- 4Choose the webhook trigger and where run reports should go.
- 5Test with one approved story request and inspect the created entry.
Questions about this workflow
Does this workflow obtain customer permission from Agile CRM?
No. The listed actions do not retrieve CRM records or verify permissions. Only send story requests with the necessary approval and context already established.
Can it create an entry in a specific content model?
Entry creation requires a content type ID. Ensure the intended content type exists in the connected Contentful environment.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agile CRM to Contentful. A trigger fires from one place; an action lands in another.
Agile CRM triggers
Contentful actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Get space
Retrieves metadata for a specific space.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Activate Content Type
Publishes a content type so it can be used to create entries; the current version is required.
List spaces
Lists the spaces available to your account.
Archive Asset
Archives an asset, removing it from active use without permanently deleting it.
Update space
Updates the name of a specific space.
Archive Entry
Archives an unpublished entry; its current version may be required.
Archive Release
Create App Signing Key
Creates an app signing key pair or registers a supplied public key; generating a pair returns its private key.
Connect any two apps with Notis in the middle.
Agile CRM and Contentful, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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