Bring renewal risks to the right team quickly
Make renewal concerns visible to the people who can help protect the relationship.
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
Renewal risks can surface in CRM notes without reaching a team member who can act.
- Send a focused risk message to named users or channel.
- Carry forward only details included in the request.
- Make time-sensitive renewal context easier to notice.
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 a concise renewal risk summary from the supplied Agile CRM context to the Dailybot destination in the request.
- 4Choose the notis_webhook trigger and select where run reports should go.
- 5Test with one real renewal concern and verify the intended recipients.
Questions about this workflow
Can the workflow identify renewal risk from CRM fields?
No Agile CRM event is available in this package. Supply the risk assessment and relevant context in the webhook request.
Can it message more than one person?
The Send Message action supports specific users or channels/rooms. Specify the intended destination in the request.
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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