Prepare code for predictions tied to a CRM segment
Get a starting point for using DataRobot predictions alongside a CRM segment, without hunting through model tooling first.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create Code Snippets
Generate code snippets for models, predictions or workloads.
Why this helps
A segment analysis can stall while someone searches for the right prediction example code.
- Generate a code starting point for a specified model, prediction or workload.
- Make the next technical handoff easier to pick up.
Setup
Build it in a few focused steps.
- 1Connect Agile CRM and DataRobot once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3Tell Notis which DataRobot model, prediction or workload needs a code snippet and why it supports the CRM segment work.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real model or deployment reference and review the generated snippet.
Questions about this workflow
Does this deploy the generated code into Agile CRM?
No. The action generates code snippets in DataRobot; it does not install or deploy them into Agile CRM.
What information should the instruction include?
Identify the relevant DataRobot model, prediction or workload and the intended language or use when known.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agile CRM to Datarobot. A trigger fires from one place; an action lands in another.
Agile CRM triggers
Datarobot actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Add Users to Group
Add one or more existing users to a user group.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Add User to Organization
Add a user to an existing organization.
Analyze Dataset Definition
Start an analysis job to retrieve a dataset’s metadata, schema and statistics.
Archive Model Package
Archive a model package that is no longer in active use.
Build Java Scoring Code Package
Start an asynchronous build of a Java JAR scoring package for a deployment.
Cancel Notebook Job
Immediately cancel a running or queued notebook job; this cannot be undone.
Cancel Project Job
Cancel a pending project job.
Check Project Status
Check a project’s status and progress.
Connect any two apps with Notis in the middle.
Agile CRM and Datarobot, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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