Give new Agile CRM leads more useful context
Start each sales conversation with relevant public details about the person or organization already in your CRM.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Combine Entity Profiles
Combines entity profiles into an enriched unified view using the Knowledge Graph.
Why this helps
New leads often arrive with too little context, leaving founders to research each one manually before following up.
- Add relevant public profile details to recent lead reviews.
- Reduce manual research before sales follow-up.
- Surface incomplete or ambiguous identities for human review.
Setup
Build it in a few focused steps.
- 1Connect Agile CRM and Diffbot once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3Describe that it should review recent leads and enrich identifiable people or organizations with Diffbot, flagging uncertain matches.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real lead and confirm the enrichment is useful.
Questions about this workflow
What does the automation use to match a lead?
It can use identifying attributes available in Agile CRM, such as name, email, employer, or URL. If details are too sparse or ambiguous, ask Notis to flag the record for review.
Does this update Agile CRM automatically?
This workflow uses the Diffbot entity profile combination action. Specify in your prompt whether you want a report of enriched details or another supported outcome; do not assume unavailable CRM write actions.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agile CRM to Diffbot. A trigger fires from one place; an action lands in another.
Agile CRM triggers
Diffbot actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Combine Entity Profiles
Combines entity profiles into an enriched unified view using the Knowledge Graph.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Get Diffbot Account Details
Retrieves account details, credit balance, and usage statistics.
Create Bulk Extract Job
Submits a bulk URL extraction job that runs in the background and provides downloadable results.
Diffbot Analyze
Analyzes a web page, identifies its type, and extracts structured data.
Create or Update Custom API
Creates or updates a Custom API with tailored website extraction rules.
Get Article Data
Extracts structured information such as authors and publication dates from an article.
Create Bulk Enhance Job
Submits a bulk entity enrichment job that runs asynchronously.
Get Discussion Thread
Extracts posts and their relationships from a web discussion thread.
Connect any two apps with Notis in the middle.
Agile CRM and Diffbot, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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