Keep social tags consistent with campaign names
Review the tag list in one batch and get clear suggestions for names that may need your attention.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List Tags
List tags used to organize content in a workspace.
Why this helps
Inconsistent campaign tags make it harder to keep social content organized across a busy launch calendar.
- See the available Dotsimple tags in one review
- Compare tag names against conventions you supply
- Get suggested cleanup decisions without automatic changes
Setup
Build it in a few focused steps.
- 1Connect Agile CRM and Dotsimple once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a clear name.
- 3Describe the tag review and provide the Agile CRM naming conventions to check against.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real example and confirm the suggestions are useful.
Questions about this workflow
Will this rename or delete tags?
No. The available action lists tags. The workflow reports possible inconsistencies for a person to decide.
Can it know the official naming standard automatically?
Only if you provide it or the retrieved data contains it. Otherwise, it cannot reliably identify a standard.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agile CRM to Dotsimple. A trigger fires from one place; an action lands in another.
Agile CRM triggers
Dotsimple actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Tag
Create a tag to organize social media content.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Delete Media Files
Delete media files from a workspace.
Delete Tag
Permanently delete a tag from a workspace.
Get Media File
Retrieve details about a media file.
Get Tag by UUID
Retrieve details about a tag.
List Accounts
List connected social media accounts in your workspace.
List Autoresponders
List autoresponders in your workspace.
List Media Files
List media files in a workspace.
Connect any two apps with Notis in the middle.
Agile CRM and Dotsimple, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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