Keep deployment history close to your CRM follow-ups
Give recurring deal reviews a useful technical checkpoint by having Notis gather recent DeployHQ deployment history on a schedule.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Project Deployments
Lists a project’s deployment history.
Why this helps
Deployment status can get lost between sales follow-ups, leaving founders to reconstruct what shipped before a customer conversation.
- See recent deployment activity before a customer check-in.
- Reduce last-minute status hunting.
- Keep recurring review notes more consistent.
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 desired follow-up digest prompt.
- 3Tell Notis which DeployHQ projects relate to the CRM opportunities and what recent deployment details to summarize.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real project and confirm its deployment history is useful for the follow-up.
Questions about this workflow
Will this automatically match CRM opportunities to DeployHQ projects?
Only if you provide that relationship in the prompt or other available context. The listed DeployHQ action retrieves deployment history for a project, and Agile CRM provides no trigger event here.
How many deployments are returned at once?
DeployHQ deployment history is paginated with 10 deployments per page. Ask Notis to summarize the returned history and be clear if you need a specific page or time window.
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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