Keep a current reference list for CRM support work
Have Notis retrieve selected support content on a schedule so the team can review useful references without repeating the same CMS search.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
GraphQL Content API Query
Why this helps
Support teams can lose time searching for current help content when recurring customer questions come up.
- Retrieve selected help content on a recurring schedule.
- Make useful references easier to review during support work.
- Reduce repeated manual CMS searches.
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 outcome in one instruction: query Contentful for the specified support entries and summarize them for review.
- 4Pick a recurring Notis schedule and choose where run reports go.
- 5Test with one real support-content query and confirm the returned entries are useful.
Questions about this workflow
Can the schedule read Agile CRM support history?
No Agile CRM read action or trigger is listed for this workflow. The schedule runs the Contentful query; any CRM themes or baseline must be supplied in the instruction or request context.
Can it tell whether support content is outdated?
It can summarize returned entries, but it cannot determine whether content is outdated without a supplied baseline or criteria.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agile CRM to Contentful graphql. A trigger fires from one place; an action lands in another.
Agile CRM triggers
Contentful graphql actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Get CMA Token
Retrieves an access token for content management.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
GraphQL Content API Persisted Query
Executes a persisted GraphQL query.
Connect any two apps with Notis in the middle.
Agile CRM and Contentful graphql, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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