Recognize the teammate who made a referral happen
Make a valuable referral visible as a moment of appreciation for the person who opened the door.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Give Kudos to Users
Gives kudos to one or more DailyBot users.
Why this helps
Referral contributions can be easy to overlook while the team focuses on closing the resulting opportunity.
- Recognize the recipient named in the webhook request.
- Connect appreciation to referral context supplied from CRM.
- Keep team recognition timely and specific.
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 give Dailybot kudos to the named referral contributor and include the referral context supplied in the request.
- 4Choose the notis_webhook trigger and select where run reports should go.
- 5Test with one real referral example and check the recipient and message.
Questions about this workflow
Does Agile CRM automatically trigger this?
No. Agile CRM has no trigger events listed. A Notis webhook starts the automation and must include the referral details and recipient.
Can kudos be given to multiple people?
Yes. The Dailybot action supports kudos to one or multiple users.
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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