Keep project server details ready for account operations
A regular server inventory helps you answer operational questions without searching through project settings during customer work.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Project Servers
View the servers configured for a project.
Why this helps
Server details are easy to forget and costly to hunt down when a customer conversation needs a quick operational answer.
- Review configured servers across selected projects.
- Prepare for operational questions with less searching.
- Keep project infrastructure context visible.
Setup
Build it in a few focused steps.
- 1Connect Agile CRM and DeployHQ once in the Notis portal.
- 2Create an automation in Automations, New Automation, and describe the server inventory report.
- 3Tell Notis which DeployHQ projects relate to the CRM accounts and which server details to include.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real project and check the report for useful server context.
Questions about this workflow
Is a server inventory the same as a server group list?
No. This action retrieves project servers. Use the server groups action for group-level deployment configuration.
Can it cover multiple projects?
The workflow can check the projects you identify in its prompt or schedule context. Provide the project references explicitly.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agile CRM to DeployHQ. A trigger fires from one place; an action lands in another.
Agile CRM triggers
DeployHQ actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Delete Command
Deletes an SSH command from a project’s configuration.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Delete Project
Permanently removes a project.
Delete Build Cache File
Deletes a build cache file from a project.
Delete Excluded File Rule
Deletes an excluded file rule from a project’s deployment configuration.
Delete Server Group
Deletes a server group from a project’s deployment configuration.
Delete Template
Permanently removes a template.
Get Projects
Lists all projects in your account.
Get Project
Retrieves details about a project.
Connect any two apps with Notis in the middle.
Agile CRM and DeployHQ, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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