Create a CustomGPT session when an Agile CRM lead arrives
Give each incoming lead a dedicated CustomGPT conversation session, so follow-up work starts with a clear place for context.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Conversation
Creates a conversation session for an agent.
Why this helps
Lead details are spread across CRM records and separate AI chats, making it easy to lose track of what belongs to whom.
- Create a separate session for each incoming lead.
- Make lead-related AI work easier to find.
- Reduce the effort of starting a session manually.
Setup
Build it in a few focused steps.
- 1Connect Agile CRM and CustomGPT once in the Notis portal.
- 2Create an automation in Automations, New Automation, or tell Notis to create it from any channel.
- 3In one instruction, say to create a named CustomGPT conversation for each new lead webhook, using only a safe identifier such as the lead name or record ID.
- 4Pick the Notis webhook trigger and choose where run reports should go.
- 5Test with one real lead webhook and confirm the session was created with an appropriate name.
Questions about this workflow
Will this send a message to the CustomGPT agent?
No. The available action creates a conversation session and returns a session ID; it does not send a prompt or message.
Can the session name include lead details?
Use only the details you want displayed in a conversation name, such as a lead name or record ID. Avoid putting sensitive data in the name.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agile CRM to Customgpt. A trigger fires from one place; an action lands in another.
Agile CRM triggers
Customgpt actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Delete CustomGPT Project
Permanently deletes a project.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Activate Persona Version
Restores a previous persona version as active and adds a new history entry; requires Custom plan.
Delete CustomGPT Project License
Deletes a license from a project.
Add Source to Project
Adds a source to an agent’s knowledge base; indexing begins immediately.
Get Project License
Retrieves a license for a specific project.
Clone CustomGPT Project
Clones an agent, including its knowledge base, persona, and settings.
Get Project Settings
Retrieves the settings for a project.
Create Conversation
Creates a conversation session for an agent.
Connect any two apps with Notis in the middle.
Agile CRM and Customgpt, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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