Know your Datagma credit balance before contact research
Put a simple balance check on your calendar so available Datagma credits are visible before you plan contact enrichment.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Credits
Retrieve the current credit balance.
Why this helps
Starting enrichment without knowing the remaining credit balance can disrupt planned research work.
- See the current authenticated account credit balance.
- Plan upcoming enrichment with fewer surprises.
- Keep the check separate from contact research runs.
Setup
Build it in a few focused steps.
- 1Connect Agile CRM and Datagma once in the Notis portal.
- 2Create a new automation and give it a clear name.
- 3Tell Notis to check the current Datagma API credit balance and summarize it for your Agile CRM research planning.
- 4Choose a recurring schedule and select where run reports should go.
- 5Test with one real balance check.
Questions about this workflow
Does this action enrich an Agile CRM contact?
No. It checks the current credit balance for the authenticated Datagma API account so you can plan enrichment work.
Can the schedule follow planned research timing?
Yes. Choose a recurring Notis schedule that fits when you want the balance reported.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agile CRM to Datagma. A trigger fires from one place; an action lands in another.
Agile CRM triggers
Datagma actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Detect Job Change
Check whether a contact has changed jobs and verify their current employment.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Enrich Person or Company
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Look up information associated with a phone number.
Search Phone Numbers
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Connect any two apps with Notis in the middle.
Agile CRM and Datagma, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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