Surface customer risks while there is time to respond
Give your team a clear signal, the context behind it, and a suggested next action.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Post message to channel
Why this helps
Early warning details can be scattered across customer records, making it hard to coordinate a response.
- Bring selected risk details to the team's attention quickly.
- Explain the reason for escalation using supplied context.
- Help the team coordinate a timely response in one channel.
Setup
Build it in a few focused steps.
- 1Connect Agile CRM and Discordbot once in the Notis portal.
- 2Create an automation in the portal or tell Notis to create one, then name it.
- 3Describe in one instruction which risk signals to escalate and what context to include.
- 4Choose the webhook trigger and select where run reports should go.
- 5Test with one real example and make sure the input contains the risk evidence.
Questions about this workflow
Can Notis identify a customer risk on its own?
It can assess the details provided against the criteria in your instruction. It cannot use customer history that is not included in the input.
Can the Discord alert suggest what to do?
Yes. Ask for a suggested next step based on the supplied facts, and have the team review it.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agile CRM to Discordbot. A trigger fires from one place; an action lands in another.
Agile CRM triggers
Discordbot actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Add recipient to group channel
This action is deprecated and unsupported.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Add guild member
Adds a user to a guild using an OAuth token with the guilds.join scope.
Assign role to guild member
Assigns a role to a member of a server.
Add reaction to message
Adds an emoji reaction from the bot to a message.
Add thread member
Adds a user to an unarchived thread if they can access its parent channel.
Ban user from guild
Permanently bans a user from a guild, optionally deleting their recent messages.
Bulk ban users from guild
Bans up to 200 guild users, optionally deleting their recent messages; BAN_MEMBERS is required.
Bulk Delete Messages
Deletes 2–100 messages under 14 days old from a channel; requires message-management permission.
Connect any two apps with Notis in the middle.
Agile CRM and Discordbot, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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