Sort inbound leads with a consistent first pass
Send the lead details and your qualification rules. DeepSeek returns a clear assessment, the evidence behind it, and what to ask next.
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
When every new lead looks urgent, teams lose time deciding who needs attention first.
- Apply your stated criteria consistently
- See which supplied details support the assessment
- Get a next question when information is missing
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 your qualification criteria and ask DeepSeek to assess each incoming lead payload.
- 4Pick the Notis webhook trigger and choose where run reports should go.
- 5Test with one real inbound lead payload sent as an HTTP request.
Questions about this workflow
Can it determine lead fit without our criteria?
It can summarize the supplied details, but a fit assessment needs your qualification criteria in the instruction.
Does the automation change the lead in Agile CRM?
No. The listed DeepSeek action generates a response; it does not update Agile CRM records.
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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