Turn CRM campaign priorities into a weekly social performance brief
Get the account metrics that matter next to the campaigns your team is working on, ready for a quick review.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List Reports
List account-level email marketing reports and performance metrics.
Why this helps
Social metrics live apart from campaign context, making it harder to see what deserves attention.
- Review account-level reports without switching context
- Connect metrics to campaign priorities you provide
- Spot questions or changes that need a human decision
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 brief you want, including which Agile CRM campaign priorities to consider.
- 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
Does this workflow publish or change social posts?
No. It retrieves Dotsimple account-level reports and prepares a brief for review.
Can it determine which campaigns drove each metric?
Only if the returned reports or the context you provide support that connection. Otherwise, it should identify the missing attribution rather than infer it.
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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