Prepare for customer renewals with less digging
Bring the account context together in one request and get a concise brief with known outcomes, concerns, and open questions.
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
Renewal conversations are harder when customer history and unresolved concerns are scattered across notes.
- Gather supplied renewal context into one brief
- Keep known concerns and unknowns distinct
- Prepare relevant questions for the review
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 prepare a renewal brief from the supplied account history and renewal details.
- 4Pick the Notis webhook trigger and choose where run reports should go.
- 5Test with one real renewal payload sent as an HTTP request.
Questions about this workflow
Can it know the customer's current contract terms?
Only if those terms are included in the payload or instruction.
Will it predict renewal likelihood?
It can provide a reasoned assessment from supplied facts, but it cannot know the customer's future decision.
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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