Create API keys from vetted Agile CRM leads
Turn an authorized lead request into a Dock certs API key, without switching between your CRM and credential console.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create API Key
Creates a new API key.
Why this helps
When a lead needs an API credential, manual review and key creation add context switching and can delay follow-up.
- Reduce manual handoffs from lead review to credential issuance.
- Use a webhook request to start the automation when needed.
- Ask Notis to create a key only when the request meets your stated criteria.
Setup
Build it in a few focused steps.
- 1Connect Agile CRM and Dock certs once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3In one instruction, describe which incoming request is authorized, the key alias and any IP allowlist to use.
- 4Choose the webhook trigger and where run reports should go.
- 5Test with one real example and review the created key.
Questions about this workflow
Does Agile CRM provide a trigger for this workflow?
No Agile CRM trigger events are listed here. A Notis webhook starts the automation when an HTTP request arrives.
Can the workflow set an alias or IP allowlist?
The Create API Key action supports an optional alias and IP allowlist. Include the desired values in your instruction or provide them with the request.
Will the automation infer which leads are authorized?
No. State the authorization criteria in the instruction or include the needed approval context in the webhook request.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agile CRM to Dock certs. A trigger fires from one place; an action lands in another.
Agile CRM triggers
Dock certs actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create API Key
Creates a new API key.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Webhook
Creates a webhook endpoint.
Delete API Key
Deletes an API key.
Delete Credential
Deletes a verifiable credential.
Delete Tag
Permanently deletes a tag.
Delete Webhook
Deletes a webhook.
Retrieve API Key
Retrieves details about an API key.
Retrieve API Keys
Lists all API keys for the account.
Connect any two apps with Notis in the middle.
Agile CRM and Dock certs, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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No card. Works with personal or business Dock certs.