Keep a current project catalog for planning
Give account and pipeline planning a dependable project reference by generating a regular catalog from DeployHQ.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Projects
Lists all projects in your account.
Why this helps
When project names and configurations are scattered across tools, planning and follow-up become slower than they need to be.
- Retrieve the available DeployHQ projects and configurations.
- Create a common reference for account planning.
- Reduce repeated searches for project details.
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 project catalog you need.
- 3Tell Notis to retrieve the DeployHQ project list and present it in a concise format useful for CRM planning.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real account and review whether the catalog includes the context you need.
Questions about this workflow
Can this automatically associate projects with CRM accounts?
Not without a supplied relationship. Provide account-to-project context in the prompt or report process.
Does the action list all projects?
It retrieves the available projects from the DeployHQ account. The workflow can then format the returned information for planning.
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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