Skip to content
Notis

Keep Your Agile CRM Secret Inventory Visible

Know which secret names are available for your Agile CRM connection without opening Doppler and browsing manually.

Trigger

Recurring schedule

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

Action

List Secret Names

Lists secret names in a configuration without revealing their values.

Why this helps

It is easy to lose track of which credentials or integration settings exist when CRM work and secret management live in separate tools.

  • Review secret names without retrieving secret values.
  • Keep a recurring record of the config's available secrets.
  • Reduce manual context switching between CRM and secret management.

Setup

Build it in a few focused steps.

  • 1Connect Agile CRM and Doppler once in the Notis portal.
  • 2Create an automation in Automations using a name and prompt.
  • 3In one instruction, ask Notis to list secret names from the Doppler project and config used by your Agile CRM connection and report the results.
  • 4Pick a recurring schedule and choose where run reports go.
  • 5Test with one real example and confirm the project and config are correct.

Questions about this workflow

Will the report include secret values?

No. This workflow uses List Secret Names, which retrieves names without secret values.

How does Agile CRM start the automation?

It does not use an Agile CRM event. The automation runs on the recurring Notis schedule you choose.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link Agile CRM to Doppler. A trigger fires from one place; an action lands in another.

Agile CRM triggers

Doppler actions

Recurring trigger

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

TriggerScheduled

Get Authenticated User Info

Retrieves details about your authenticated user or token.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

List Activity Logs

Lists workplace activity logs showing who did what and when.

ActionInstant

Get Config Log

Retrieves details about a specific configuration change.

ActionInstant

Get Activity Log

Returns details of a specific workplace activity log entry.

ActionInstant

List Config Logs

Retrieves a project configuration’s change history.

ActionInstant

Add Webhook

Creates a project webhook for notifications about secrets or other events.

ActionInstant

Get Config

Retrieves a specific project configuration.

ActionInstant

List Doppler Configs

Lists configurations in a project.

ActionInstant

Connect any two apps with Notis in the middle.

Agile CRM and Doppler, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

Save your first hour today.

7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Doppler.