Review webhook endpoints with the accounts they support
See configured Dock certs webhook endpoints in a recurring report, with relevant CRM context when a reliable match is available.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Retrieve Webhooks
Lists configured webhook endpoints for the account.
Why this helps
Webhook inventories can become detached from the customer or account workflows they support, making reviews harder to prioritize.
- Keep a recurring inventory of configured webhook endpoints.
- Add available Agile CRM context to make the list easier to scan.
- Flag unmatched endpoints for manual review instead of guessing.
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 webhook details to retrieve and how to report available Agile CRM context or unmatched endpoints.
- 4Choose a recurring schedule and where run reports should go.
- 5Test with one real example and inspect the endpoint report.
Questions about this workflow
Does the workflow create or modify webhooks?
No. It uses Retrieve Webhooks to list configured endpoints for review.
Can it determine the customer for every endpoint?
Only if returned data or supplied Agile CRM context supports a reliable match. Unmatched endpoints should remain marked for review.
Can the report include endpoint details?
It can report details returned by the Retrieve Webhooks action. The exact information depends on what Dock certs returns.
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.