Confirm the Dailybot identity for a CRM owner
Check a user's Dailybot profile before routing an important team follow-up.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Find User by UUID
Retrieves a DailyBot user's details by UUID.
Why this helps
Similar names and stale ownership notes can make it unclear which Dailybot teammate should be contacted.
- Retrieve details for the UUID provided in the request.
- Use profile information to confirm the intended teammate.
- Avoid guessing identity from a display name alone.
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 find the Dailybot user by the UUID supplied with the Agile CRM ownership context and report the returned identity details.
- 4Choose the notis_webhook trigger and select where run reports should go.
- 5Test with one real user UUID and confirm it matches the intended owner.
Questions about this workflow
Does Agile CRM provide a Dailybot UUID?
That is not specified in the available app details. Supply the relevant UUID in the webhook request.
What profile information can be returned?
The action can return the user's UUID, name, image, username, occupation, birth date, chat platform data, and organization details.
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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