Check the profile behind a contact owner assignment
Confirm who a handoff is going to before it reaches the team.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Find User by UUID
Retrieves a DailyBot user's details by UUID.
Why this helps
A contact owner label may not make it clear which team identity should receive a follow-up.
- Retrieve the Dailybot profile for a supplied UUID.
- Check organization and chat platform details when returned.
- Reduce uncertainty before assigning a follow-up.
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 supplied Dailybot UUID and summarize the profile in the context of the Agile CRM contact owner information provided.
- 4Choose the notis_webhook trigger and select where run reports should go.
- 5Test with one real owner UUID and confirm the returned profile.
Questions about this workflow
Can a CRM email or name be used instead of UUID?
The listed action finds a user by UUID. Provide a UUID in the webhook request.
Does it change the contact owner?
No. It retrieves Dailybot profile details and does not modify Agile CRM.
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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