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Notis

Apply your contact segments more consistently

Give DeepSeek your segment definitions and the contact details you want reviewed. Get a suggested category with its reasoning and gaps.

Trigger

Webhook received

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

Action

Create Chat Completion

Generates an AI response to a chat conversation.

Why this helps

Segment rules become hard to apply consistently when different people interpret them from memory.

  • Apply definitions you provide consistently
  • See why a suggested segment fits
  • Flag records that lack enough information

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, provide segment definitions and ask DeepSeek to classify incoming contact details with reasons and uncertainty.
  • 4Pick the Notis webhook trigger and choose where run reports should go.
  • 5Test with one real contact payload and your current segment definitions.

Questions about this workflow

Will it update the contact's segment in Agile CRM?

No. It returns a suggested classification; it does not update CRM records.

Can it classify contacts without segment rules?

It can propose groupings, but repeatable classification requires definitions or criteria from you.

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.

TriggerScheduled

Create Anthropic Message

Generates a response using an Anthropic-compatible message format.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Create Chat Completion

Generates an AI response to a chat conversation.

ActionInstant

Get User Balance

Retrieves your current account balance.

ActionInstant

Fetch Webpage

Fetches a known webpage and returns its content as Markdown.

ActionInstant

List Models

Lists currently available models and basic details.

ActionInstant

Search Web

Searches the web index and returns ranked results.

ActionInstant

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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