Keep energy account balance reviews moving
Bring green power bonus and other available Stromkonto balance details into a recurring review of relevant Agile CRM accounts.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Stromkonto Balances
Retrieve account balances for green energy bonuses, generation, self-consumption, offsets, and trees planted.
Why this helps
Balance checks can be easy to defer when they require a separate lookup outside the account review routine.
- Makes balance checks part of a recurring review
- Surfaces returned sub-account balance details
- Reduces manual lookup steps
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 which Agile CRM energy accounts to review and to retrieve their Corrently Stromkonto balances for the report.
- 4Pick the notis_cron trigger and choose where run reports should go.
- 5Test with one real account that has a valid Stromkonto reference.
Questions about this workflow
What balance information can the action return?
It retrieves Stromkonto ledger balances across multiple sub-account types. The available details depend on the Corrently response.
Does the CRM itself trigger this?
No. Agile CRM has no exposed trigger events here, so the workflow runs on a Notis schedule.
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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