Keep deployment templates visible during project planning
A regular template catalog helps you bring the available starting points into account and project planning without extra searching.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Templates
View the deployment templates available in the account.
Why this helps
Project setup conversations are slower when nobody can quickly recall which deployment templates are available.
- Retrieve configured templates from DeployHQ.
- Make project planning conversations more concrete.
- Reduce manual catalog searches.
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 template catalog report.
- 3Tell Notis to retrieve DeployHQ templates and summarize them for the CRM planning context you provide.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real planning review and confirm the catalog is useful.
Questions about this workflow
Does this include public framework templates too?
This action lists configured templates in the account. Use the public templates action for publicly available templates.
Can it recommend a template for a specific project?
Not from the template list alone. Provide the project's framework and requirements if you want Notis to analyze the options.
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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