Bring public account research into your sales prep
Send a company name and a focused question. DeepSeek searches its web index and returns ranked results your team can review.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Search Web
Searches the web index and returns ranked results.
Why this helps
Sales prep can stall when account research requires jumping between search tabs and CRM records.
- Search for public information using a specific question
- Receive ranked results to review
- Keep research anchored to the company name you provide
Setup
Build it in a few focused steps.
- 1Connect Agile CRM and DeepSeek once in the Notis portal.
- 2Create an automation in Automations, New Automation, or tell Notis to create it from any channel.
- 3In one instruction, ask DeepSeek to search its web index for the supplied company and research question.
- 4Pick the Notis webhook trigger and choose where run reports should go.
- 5Test with one real account name and a focused research question.
Questions about this workflow
Does this search private Agile CRM notes?
No. The action searches DeepSeek's web index. Include CRM context in the request if you want it considered.
Are the results guaranteed to be current or complete?
No. Review ranked results and verify important details before relying on them.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agile CRM to DeepSeek. A trigger fires from one place; an action lands in another.
Agile CRM triggers
DeepSeek actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Anthropic Message
Generates a response using an Anthropic-compatible message format.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Chat Completion
Generates an AI response to a chat conversation.
Get User Balance
Retrieves your current account balance.
Fetch Webpage
Fetches a known webpage and returns its content as Markdown.
List Models
Lists currently available models and basic details.
Search Web
Searches the web index and returns ranked results.
Connect any two apps with Notis in the middle.
Agile CRM and DeepSeek, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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