Find the right Databox account for your Agile CRM reporting
Get the account details you need to start building a reliable CRM reporting setup.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List Accounts
Lists Databox accounts available to the authenticated user.
Why this helps
Getting a reporting workflow started can stall while you search for the right Databox account details.
- Identify accessible Databox accounts without leaving your routine workflow.
- Receive a concise report of the account information needed for setup.
- Create a clear starting point for CRM data reporting.
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 retrieve accessible Databox accounts and report the account identifiers and names.
- 4Pick a recurring schedule as the trigger and choose where run reports should go.
- 5Test with one real example and review the report.
Questions about this workflow
Does this create a Databox data source?
No. It retrieves accessible account details so you can use the appropriate account in a later data source setup.
Why use a schedule for account discovery?
Agile CRM does not expose trigger events here, so a Notis schedule can initiate the request when you need a fresh account listing.
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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