Find the Dailybot workflow connected to a campaign plan
Give the team a faster route from campaign planning context to the workflow name they need.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Find Workflow by Name
Finds DailyBot workflows by name.
Why this helps
A useful team routine is easy to overlook when campaign planning happens in the CRM and execution happens elsewhere.
- Locate a Dailybot workflow by the name provided in the request.
- Keep campaign context alongside the lookup report.
- Reduce time spent searching manually for a named routine.
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 look up the named Dailybot workflow supplied with the Agile CRM campaign context and summarize its returned status and type.
- 4Choose the notis_webhook trigger and select where run reports should go.
- 5Test with one real workflow name and campaign example.
Questions about this workflow
Does the workflow name come from Agile CRM automatically?
No. Provide the workflow name in the webhook request or other run context; this setup has no Agile CRM trigger event.
Can the lookup change the workflow?
No. Find Workflow by Name returns information about a workflow and does not modify it.
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
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