Give your team useful context on new contacts
Share the details that help your team decide who should follow up and how.
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
New contacts can arrive without the context or ownership needed for a fast, thoughtful response.
- Share relevant context with the right team channel.
- Make a suggested next step easy to see.
- Avoid manually composing a separate handoff message.
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 new contacts to introduce and what context to include.
- 4Choose the webhook trigger and select where run reports should go.
- 5Test with one real contact example and verify the message contains only useful details.
Questions about this workflow
Can the message include a suggested owner?
Yes, if the owner is included in the webhook data or your instruction provides a rule Notis can apply from the available details.
Does this notify on every new contact automatically?
The workflow starts when the Notis webhook receives an HTTP request. Agile CRM has no trigger event listed here, so an external request must start 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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