Keep deployment group context handy for account reviews
Review server group configurations on a schedule so the delivery setup for important customer projects is easier to recall.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Project Server Groups
View the server groups configured for a project.
Why this helps
When customer questions touch deployment targets, the configuration is buried in another tool and interrupts the conversation.
- Retrieve configured server groups for selected projects.
- Prepare account reviews with deployment setup context.
- Reduce context switching when a deployment question comes up.
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 account project review.
- 3Tell Notis which DeployHQ projects relate to the CRM accounts and what server group details to report.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real project and review the returned groups.
Questions about this workflow
Does the action list individual server details too?
This action retrieves server groups. Use the separate project servers action when you need the project's server configurations.
Can Notis infer the customer-to-project relationship?
That relationship needs to be supplied in the prompt or other available context.
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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