Connect Agile CRM to Data247
When something happens in Agile CRM, Notis takes the next step in Data247. Describe what you want in plain English, or start from one of the examples below.
When this happens · Trigger
Do this · Action
Ways Notis can move work from Agile CRM to Data247
Validate Agile CRM Mailing Addresses
Review Agile CRM contacts with US postal addresses and verify or correct them to USPS standards.
Check Agile CRM Emails for Deliverability
Use Data247 to check email format and mailbox existence for Agile CRM contact emails on a recurring schedule.
Check International Contact Numbers on Demand
Start a Notis webhook workflow to verify whether an Agile CRM contact's international phone number is active.
Identify an Unknown Email Contact
Send an email address for a reverse lookup and review the contact details Data247 associates with it.
Review Missing Phones for Agile CRM Contacts
On a schedule, use name and address details to find phone numbers for Agile CRM contacts and report matches for review.
Screen a Contact Number Before Calling
Check a supplied phone number against Federal or internal Do-Not-Call lists and report its returned dialing status.
Review Contact Numbers for Spam Risk
Run a recurring Data247 spam and fraud list check on Agile CRM phone numbers and review flagged results.
Look Up the Registered Name for a Number
Request carrier-grade CNAM data for a supplied phone number related to an Agile CRM contact.
Complete ZIP+4 Details for Mailing Records
Review Agile CRM US addresses on a schedule and use Data247 to append ZIP+4 codes and standardized address details.
Supported Triggers and Actions
Notis builds workflows that link Agile CRM to Data247. A trigger fires from one place; an action lands in another.
Agile CRM triggers
Data247 actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Append Email by Name and Address (v2)
Finds email addresses associated with a person’s name and postal address.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Append Gender by First Name
Estimates a person's gender from their first name.
Append Name (CNAM Lookup)
Retrieves caller name information associated with a phone number.
Append Phone to Contact
Finds phone numbers associated with a person's name and address.
Append Property Data
Retrieves property details, including ownership and financial information.
Append Profile Data
Retrieves identity, contact, demographic, property and vehicle details to enrich a consumer profile.
Append Reverse Email Lookup
Finds contact information associated with an email address.
Append Reverse Phone Lookup
Finds contact details associated with a phone number.
Four ways to start an automation.
A trigger is the event that kicks a workflow off. Notis supports four kinds: an event in a connected app, an inbound webhook, a recurring schedule, and soon, your own database.
Integration triggers
Fire when something happens inside a connected app. New Notion page, Stripe charge, Linear issue: any of 1,000+ apps can start a workflow.
Webhook triggers
A unique URL per workflow. Anything that can send an HTTP POST can start an automation, including no-code tools that speak webhooks.
Recurring triggers
Cron-style schedules run a workflow on the clock. Daily standups, hourly syncs, business-hours-only digests: the workhorse of Notis.
Database triggers
Watch a row, query, or threshold in your own database and fire the moment the data changes. Row inserted, value crosses a limit, query starts matching.
Classic automation breaks. AI adapts.
Same triggers and actions, smarter middle. AI handles the fuzziness that breaks traditional Zapier-style workflows the moment a field gets renamed.
Describe it. Notis builds it.
Skip the visual builder. Tell Notis what you want, in plain English. It writes the workflow, you review and deploy.
You · in the Notis Builder
NEW“When a row gets added to the Q4 OKRs Notion database and the status is Blocked, send a Telegram message to the owner with a summary of what's blocking, and ping me if there's no reply within 24 hours.”
Notis built this automation:
Watch every run.
Notis Desktop is Mission Control for your AI automations. See every run, replay, edit, or rewind. Set approval gates so Notis pauses before destructive actions.
- Full run history with inputs, outputs and traces
- Replay any run with edited inputs
- Approval inbox, confirm via chat in one tap
- Audit logs for compliance teams
Automations
Inbox
Migrate background jobs to a durable queue You can cancel it through Stripe
3 daysNotis v3 release update This one’s v3: Notis Manager (desktop app with …
8 daysAdd multi-tenant RBAC User initiates a voice call
13 daysDraft pricing v (tiers, limits, overages) and sanity-check margins
2 weeksVerify analytics events for new features That’s a really interesting automat…
1 monthEverything in the box.
Whatever starts the workflow, the platform underneath is the same: a thinking brain, full visibility, and you in control.
AI in the middle
Every step can include an LLM call: summarise, classify, extract, rewrite.
Full observability
Every run, every step, every input, all replay-able from Mission Control.
Human in the loop
Pause for approval. Notis pings you in chat with one-tap approve.
Self-healing
When an API changes shape, Notis adapts the parser. Less midnight fire-fighting.
More ways to connect Agile CRM and Data247
Connect any two apps with Notis in the middle.
Agile CRM and Data247, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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