Alert the team when a deal needs attention
Bring a deal risk into the team's conversation while there is still time to respond.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Send Message
Sends a message to DailyBot users or channels.
Why this helps
A deal risk recorded in the CRM may not reach the people who can help quickly enough.
- Send a message to users or a channel named in the request.
- Include the risk context supplied by the webhook.
- Reduce the delay between spotting a concern and team awareness.
Setup
Build it in a few focused steps.
- 1Connect Agile CRM and Dailybot once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3In one instruction, ask Notis to send a concise Dailybot message about the at-risk deal to the recipient specified in the webhook request.
- 4Choose the notis_webhook trigger and select where run reports should go.
- 5Test with one real example and confirm the message destination and wording.
Questions about this workflow
Can this detect deal risk inside Agile CRM?
No Agile CRM trigger is listed. The webhook request must carry the deal risk information and intended recipient.
Can it message a channel or specific users?
Yes. The listed Dailybot Send Message action supports specific users or channels/rooms.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agile CRM to Dailybot. A trigger fires from one place; an action lands in another.
Agile CRM triggers
Dailybot actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Find User by UUID
Retrieves a DailyBot user's details by UUID.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Check-in
Creates a recurring team check-in from a template, with a schedule, reminders and reporting channels.
Find Workflow by Name
Finds DailyBot workflows by name.
Get All Users
Retrieves users in the authenticated DailyBot organization.
Give Kudos to Users
Gives kudos to one or more DailyBot users.
Send Message
Sends a message to DailyBot users or channels.
Connect any two apps with Notis in the middle.
Agile CRM and Dailybot, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Dailybot.