Keep campaign-related incidents from slipping through
A compact recurring incident review can keep operational follow-up visible while you focus on customers and the business.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List Incidents
Lists tracked incidents.
Why this helps
Incident follow-up can disappear among campaign work when teams need to switch between CRM and monitoring tools.
- Review Datadog incidents from one scheduled report
- Highlight items relevant to the campaign context you provide
- Reduce the chance of losing follow-up during busy campaign periods
Setup
Build it in a few focused steps.
- 1Connect Agile CRM and Datadog once in the Notis portal.
- 2Create an automation in Notis and name it for campaign incident follow-up.
- 3Tell Notis to list Datadog incidents and summarize which need attention for your campaign operations, using any relevance criteria you provide.
- 4Pick a recurring schedule trigger and choose where run reports should go.
- 5Test with a real incident review and adjust the summary instruction if needed.
Questions about this workflow
Can Notis tell which incidents were caused by an Agile CRM campaign?
The listed incident action returns incidents, but causation is not guaranteed. Provide campaign context or criteria for identifying relevant incidents.
Can I run the review without waiting for the schedule?
This workflow uses a recurring schedule trigger. If you need an on-demand review, create a separate automation using a Notis webhook trigger.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agile CRM to Datadog. A trigger fires from one place; an action lands in another.
Agile CRM triggers
Datadog actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Dashboard
Creates a dashboard for viewing infrastructure, application, or business metrics.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Aggregate logs
Aggregates logs into counts, statistics, groupings or trends without downloading raw events.
Create downtime
Creates downtime to silence alerts during maintenance or planned outages.
Create event
Creates an event to record an important occurrence, such as a deployment or outage.
Create monitor
Creates a monitor to track data and trigger alerts.
Create On-Call escalation policy
Creates an on-call escalation policy.
Create SLO
Creates a service level objective to track service reliability targets.
Create Synthetic API Test
Creates a synthetic API test to monitor API availability and performance from multiple locations.
Connect any two apps with Notis in the middle.
Agile CRM and Datadog, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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