Review Dailybot workflows alongside Agile CRM sales plans
See the workflows your team can access when planning a sales process update.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Get Workflows List
Why this helps
Sales process planning slows down when automation options are scattered across separate tools.
- Retrieve workflows accessible to the authenticated Dailybot user.
- Use supplied Agile CRM planning context to frame a review.
- Make workflow discovery easier during process changes.
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 retrieve the Dailybot workflow list and summarize it for the Agile CRM planning context provided in the request.
- 4Choose the notis_webhook trigger and select where run reports should go.
- 5Test with one real planning example and confirm the report is useful.
Questions about this workflow
Will this run a Dailybot workflow?
No. The selected action retrieves the workflow list available to the authenticated user.
What Agile CRM information is needed?
Supply the sales process or planning details in the webhook request. The listed Agile CRM context does not include a trigger event.
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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