Understand the lead source patterns in your CRM data
Share the lead records and outcomes you have. Get a readable comparison that separates visible patterns from conclusions the data cannot support.
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
Source performance is difficult to judge when outcome details are spread across many records.
- Compare patterns in the records you submit
- Call out small samples and missing outcomes
- Make follow-up analysis questions explicit
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 the supplied lead sources and outcomes while noting sample and data limitations.
- 4Pick the Notis webhook trigger and choose where run reports should go.
- 5Test with a real batch of lead records sent as an HTTP request.
Questions about this workflow
Can it access every lead source record in Agile CRM?
No. The webhook request must include the records or aggregate figures to analyze.
Can it establish causation?
No. It can describe patterns in supplied data, but the data may not establish why outcomes differ.
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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