Turn customer feedback into a clear team response
Give the team a structured moment to decide who will respond and what happens next.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Check-in
Creates a recurring team check-in from a template, with a schedule, reminders and reporting channels.
Why this helps
Important feedback can get acknowledged without a clear owner or follow-up plan.
- Create a check-in for team response planning.
- Use feedback details supplied with the webhook.
- Encourage a clear owner and next step.
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 create a Dailybot check-in based on the customer feedback context supplied with the request and prompt for response owner and next step.
- 4Choose the notis_webhook trigger and select where run reports should go.
- 5Test with one real feedback example and review the check-in content.
Questions about this workflow
Does this create a recurring check-in?
The Dailybot action creates a check-in based on a template and supports scheduling details. Set the desired cadence in the instruction when known.
Where does feedback context come from?
Provide it in the webhook request because no Agile CRM trigger event is listed.
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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