Get project details when a CRM update needs delivery context
Turn a project reference in a CRM update into a concise DeployHQ configuration lookup, ready to share with the people handling the follow-up.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Get Project
Retrieves details about a project.
Why this helps
Project details live away from the CRM, so customer follow-ups can pause while someone searches for the right configuration.
- Retrieve details for a specified DeployHQ project.
- Make project handoffs easier to prepare.
- Cut down on manual context switching.
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 write the project lookup prompt.
- 3Tell Notis to retrieve the project details using the permalink or identifier provided with the CRM update.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one real project identifier.
Questions about this workflow
Can this retrieve a project if I only provide a customer name?
The action expects a project permalink or identifier. Include that reference or provide a reliable way to identify it in the webhook context.
Will this modify project settings?
No. This action retrieves project details for review.
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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