Review possible duplicate contacts with context
Send the records you suspect may overlap. DeepSeek compares the supplied details and highlights what a person should verify.
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
Duplicate records create confusion, but merging on a quick name match can discard useful distinctions.
- Compare matching and conflicting fields in supplied records
- Highlight details that need verification
- Support a careful human review before any merge
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 compare incoming contact records and explain matches, conflicts, and uncertainties without merging them.
- 4Pick the Notis webhook trigger and choose where run reports should go.
- 5Test with one real pair of suspected duplicate records.
Questions about this workflow
Will it merge the contacts?
No. It returns a comparison for review and does not alter Agile CRM.
Can it confirm two records belong to the same person?
It can point out evidence in the supplied fields, but uncertain matches need human verification.
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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