Bring repository details into customer project handoffs
When a CRM update needs technical context, retrieve the DeployHQ repository details and share a compact handoff note.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Get Project Repository
View the repository details configured for a project.
Why this helps
A customer handoff can lose time when repository ownership and branch details are not easy to find.
- Retrieve repository URL, branch, and hosting service details.
- Make technical handoffs easier to complete.
- Keep account conversations moving without a separate lookup.
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 name it for customer project context.
- 3Tell Notis to retrieve repository details for the DeployHQ project identified in the CRM update and format a short handoff note.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one real project and confirm the returned details are appropriate to share.
Questions about this workflow
Does this expose repository credentials?
The listed action retrieves repository configuration details such as URL, branch, and hosting service. Avoid asking Notis to disclose credentials in the report.
Can the workflow choose the right project from a CRM record?
Provide a project identifier or clear project reference in the webhook context. Agile CRM has no trigger event in this package.
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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