Start the week with the pipeline priorities in view
Give the team a focused reminder of the deals and next steps that matter this week.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Send Message
Sends a message to DailyBot users or channels.
Why this helps
Teams can lose time rebuilding the pipeline picture before deciding where to focus.
- Share a concise priority message on a recurring schedule.
- Use CRM context provided for the run.
- Help the team begin with clear focus and next actions.
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 turn the Agile CRM pipeline priorities supplied for each run into a concise Dailybot message for the named team destination.
- 4Choose the notis_cron trigger and set the schedule, then choose where run reports should go.
- 5Test with one real pipeline priority example and review the message.
Questions about this workflow
Will Notis pull the pipeline automatically?
No Agile CRM trigger or action is listed. Supply the current priorities as run context.
Where can the message be sent?
The Dailybot action can send to specific users or channels/rooms named 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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