Keep metering change status visible in account follow-up
Reduce status chasing by checking Corrently WiM process progress as part of a recurring review of relevant CRM accounts.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get WiM Process Status
Retrieve the status and progress of electricity metering change processes.
Why this helps
Metering change processes can remain open while their status is buried in a separate lookup.
- Creates a recurring status review
- Surfaces progress for ongoing or completed WiM processes
- Keeps follow-up connected to account context
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 identify relevant Agile CRM metering change references and retrieve their Corrently WiM process status.
- 4Pick the notis_cron trigger and choose where run reports should go.
- 5Test with one real account that has a known WiM process reference.
Questions about this workflow
What does WiM mean here?
The action describes WiM as metering change processes in the German electricity system, including meter changes and allocation workflows.
What is needed to check a process?
The CRM context or instruction must provide the process reference Corrently needs to retrieve a status.
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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