Create a dataset for Agile CRM campaign results
Prepare a reporting structure for campaign records so you can bring campaign performance into Databox.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Dataset
Creates a dataset in Databox.
Why this helps
Campaign reporting can become fragmented when every review starts without a consistent dataset structure.
- Create a dedicated dataset structure for campaign records.
- Use primary keys to identify campaign data consistently.
- Start dataset setup when a webhook request arrives.
Setup
Build it in a few focused steps.
- 1Connect Agile CRM and Databox once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a clear name.
- 3Tell Notis to create a dataset with the supplied title, data source ID, and primary keys for campaign records.
- 4Pick a webhook trigger and choose where run reports should go.
- 5Test with one real example and review the result.
Questions about this workflow
Does creating the dataset include campaign metrics?
No. This action creates the dataset structure. Metrics must be pushed separately and match that structure.
What data source ID should I provide?
Provide the ID of the Databox data source where the campaign dataset should live.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agile CRM to Databox. A trigger fires from one place; an action lands in another.
Agile CRM triggers
Databox actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Dataset
Creates a dataset in Databox.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Data Source
Creates a data source in Databox.
Delete Dataset
Permanently deletes a Databox dataset; this action cannot be undone.
Delete Data Source
Permanently deletes a Databox data source and its datasets; this action cannot be undone.
Get Dataset Ingestion Status
Checks the status of a Databox dataset ingestion.
List Accounts
Lists Databox accounts available to the authenticated user.
Push Data to Dataset (V1)
Pushes data points to a Databox dataset.
Connect any two apps with Notis in the middle.
Agile CRM and Databox, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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