Review team contacts against Dailybot users on a schedule
Get a regular view of who is available in Dailybot while reviewing the relevant contacts from Agile CRM.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get All Users
Retrieves users in the authenticated DailyBot organization.
Why this helps
It takes extra context switching to check team availability while working through CRM relationships.
- Retrieve the current Dailybot user list on a schedule.
- Compare it with CRM context provided for the run.
- Surface potential mismatches for a human to review.
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 retrieve Dailybot users and compare them with the Agile CRM contact information supplied for each run.
- 4Choose the notis_cron trigger and set the schedule, then choose where run reports should go.
- 5Test with one real example and check the report for missing CRM details.
Questions about this workflow
Does this workflow retrieve contacts directly from Agile CRM?
No Agile CRM trigger or action is listed in this package. Supply the relevant CRM contact data to the scheduled run for comparison.
What does the Dailybot action return?
Get All Users retrieves user details from the authenticated Dailybot organization, including UUID and active status.
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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