Recognize the team behind a customer win
Turn a customer milestone into timely recognition for the people who helped make it happen.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Give Kudos to Users
Gives kudos to one or more DailyBot users.
Why this helps
Customer wins can pass without recognition when teams are busy moving straight to the next deal.
- Send kudos to recipients named in the request.
- Tie recognition to a customer milestone supplied from CRM context.
- Make appreciation a quick part of the sales team's 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 give Dailybot kudos to the named team members for the customer win described in the request.
- 4Choose the notis_webhook trigger and select where run reports should go.
- 5Test with one real win example and verify the recipients and message.
Questions about this workflow
Does Agile CRM start this automatically?
Agile CRM has no trigger event listed here. A Notis webhook starts the automation, with the customer win and recipients supplied in the request.
Who receives kudos?
The recipients must be named in the request, and the action supports giving kudos to one or multiple users.
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.