Check scheduled social posts against your CRM campaign plans
See which scheduled posts appear aligned with the campaign context you provide, and which ones need a closer look.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List Posts
List posts in a workspace.
Why this helps
Scheduled content can drift from campaign plans when updates and publishing calendars are reviewed in separate places.
- Review scheduled post content in a focused batch
- Flag apparent campaign mismatches for a person to verify
- Reduce last-minute context switching before planned campaigns
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.
- 3Tell Notis to review the listed Dotsimple posts against the Agile CRM plans and dates you identify.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real example and refine the instruction if needed.
Questions about this workflow
Can the workflow reschedule or edit a post?
No. The available Dotsimple action lists posts. The workflow can report potential issues for you to review.
What campaign information should I provide?
Specify the relevant Agile CRM campaign names, dates, or context that Notis should use. Do not assume unavailable fields or history.
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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