Help the team align on a response to a prospect objection
Give the team a focused place to share useful context and agree on the next customer response.
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
A prospect concern can trigger scattered advice without a clear owner or agreed response.
- Structure a team discussion around the objection provided.
- Prompt for response ideas and an owner for follow-up.
- Keep the deal context in view during the discussion.
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 using the prospect objection and deal context supplied with the request, prompting for response ideas and a follow-up owner.
- 4Choose the notis_webhook trigger and select where run reports should go.
- 5Test with one real objection example and review the check-in prompts.
Questions about this workflow
Does Notis analyze objections from Agile CRM directly?
No Agile CRM trigger is listed. Include the objection and relevant deal context in the webhook request.
Can this be a one-time check-in?
Create Check-in is described as setting up a new check-in based on a template, with scheduling options. The cadence should be specified when creating it.
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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