Walk into every lead call with a clear brief
Send the contact and deal context you already have. Get the important details, open questions, and a practical call plan in one place.
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
Switching between contact notes, pipeline details, and campaign history makes it easy to miss the point of a sales call.
- See the lead's supplied context at a glance
- Surface gaps to clarify during the call
- Leave with a short, actionable call plan
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 turn incoming contact and deal details into a concise call brief.
- 4Pick the Notis webhook trigger and choose where run reports should go.
- 5Test with one real lead payload sent as an HTTP request.
Questions about this workflow
What starts this automation?
An HTTP request to the Notis webhook starts it. Include the Agile CRM contact and deal details you want DeepSeek to use.
Will it look up missing contact history in Agile CRM?
No. The webhook payload is the source of context, so include any history or notes you want considered.
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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