Review the team roster alongside CRM ownership context
Keep a useful snapshot of active team identities close to your sales ownership review.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get All Users
Retrieves users in the authenticated DailyBot organization.
Why this helps
Ownership reviews slow down when team identity details need to be assembled by hand.
- Retrieve user details from the connected Dailybot organization.
- Use supplied Agile CRM ownership context for review.
- Spot records that may need a human follow-up.
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 Dailybot users and summarize roster questions against Agile CRM ownership context supplied for the run.
- 4Choose the notis_cron trigger and set the schedule, then choose where run reports should go.
- 5Test with one real roster review and inspect any flagged questions.
Questions about this workflow
Does this update Agile CRM ownership?
No. This workflow retrieves Dailybot users and prepares a review; it does not write to Agile CRM.
What data should be supplied?
Include the CRM ownership details you want compared, since no Agile CRM event is available here.
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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