Put a CRM follow-up reminder where the team will see it
Move a due follow-up into the conversation your team already checks.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Send Message
Sends a message to DailyBot users or channels.
Why this helps
Follow-up tasks are easy to miss when they remain buried in a CRM view.
- Send the reminder to a specified user or channel.
- Include the due date or next step when provided in the request.
- Make follow-up visible without manually rewriting the task.
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 send the supplied Agile CRM follow-up details as a concise Dailybot reminder to the requested recipient.
- 4Choose the notis_webhook trigger and select where run reports should go.
- 5Test with one real follow-up and verify the date, message, and destination.
Questions about this workflow
Does this read CRM tasks automatically?
No Agile CRM trigger is available in this package. Include the follow-up details in the webhook request.
Can the reminder go to a channel?
Yes. The Dailybot message action supports sending to users or channels/rooms.
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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