Move a qualified energy customer into Stromkonto registration
Reduce repeat entry by using customer details already gathered in Agile CRM to register a new Corrently energy account when requested.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Register Stromkonto Account
Register a new energy account with all balances initialized to zero.
Why this helps
Eligible customers can wait while someone re-enters their contact and location details in another system.
- Uses customer details already captured in the CRM
- Makes the registration step easier to initiate
- Starts a new energy account with Corrently
Setup
Build it in a few focused steps.
- 1Connect Agile CRM and Corrently once in the Notis portal.
- 2Create an automation in Automations, New Automation, or describe it to Notis from any channel.
- 3In one instruction, tell Notis to register a new Corrently Stromkonto only for the specified eligible Agile CRM request, using the required email, name and location details.
- 4Pick the notis_webhook trigger and choose where run reports should go.
- 5Test with one real, authorized registration request and verify the returned result.
Questions about this workflow
What details are needed to register?
The action description says registration uses email, name and location details, and initializes balances to zero.
Does any CRM update create an account?
The instruction should identify only the intended eligible registration request. The action creates a new account, so the CRM context must clearly indicate that registration is requested.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agile CRM to Corrently. A trigger fires from one place; an action lands in another.
Agile CRM triggers
Corrently actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
CO₂ Meter Update
Creates or updates an electricity reading for CO₂ emissions tracking.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
PV Generation Forecast
Provides hourly solar generation forecasts for a location in Germany.
Commit Strom-Quittung
Finalize an electricity receipt after collecting the seller, buyer, and transaction details.
Geocode Location
Convert a place name or free-text location into geographic coordinates.
Energy Schedule Computation
Get Metering Reading
Retrieve an electricity meter reading with its green and grey energy split and CO2 emissions.
Get Stromkonto Balances
Retrieve account balances for green energy bonuses, generation, self-consumption, offsets, and trees planted.
Get Stromkonto Choices
Retrieve the available contract choices for an energy account.
Connect any two apps with Notis in the middle.
Agile CRM and Corrently, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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