Create a Dailybot check-in when an Agile CRM lead is handed off
Make the next owner and next step visible as soon as a lead changes hands.
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
Sales handoffs can disappear between pipeline updates and team conversations.
- Prompt the receiving team to acknowledge a handoff.
- Keep follow-up in a consistent check-in.
- Reduce manual reminders after a pipeline transition.
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 for an Agile CRM lead handoff, using only details supplied by the webhook.
- 4Choose the notis_webhook trigger and select where run reports should go.
- 5Test with one real handoff example and review the check-in.
Questions about this workflow
Does Agile CRM provide the trigger for this workflow?
Agile CRM has no listed trigger events here. A Notis webhook starts the automation when your webhook request is sent.
Can Notis include lead details in the check-in?
It can use information supplied in the webhook request. Any details absent from that request need to be provided separately.
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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