Keep document changes visible across open deals
A scheduled digest can help you catch document changes across active deals without reopening each record and comparison by hand.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List Comparisons
List document comparisons.
Why this helps
When several deals are moving at once, reviewing document comparisons one by one can push important changes out of view.
- Review available comparison results in one scheduled report.
- Highlight changes relevant to open deals when the available context supports the match.
- Make document review easier to fit into a regular sales routine.
Setup
Build it in a few focused steps.
- 1Connect Agile CRM and Draftable once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3Describe the outcome: review available Draftable comparisons for changes relevant to open Agile CRM deals and report uncertain matches or missing context.
- 4Choose a recurring schedule and where run reports should go.
- 5Test with one real comparison and an open deal with enough context to identify the relationship.
Questions about this workflow
Does this workflow know which deals are open?
That depends on the information available to the automation through the connected apps and its context. If open-deal status is not available, provide it or treat it as missing.
Will it report only comparisons created since the last run?
The listed action retrieves a paginated list of comparisons and does not establish a since-last-run baseline. Notis should not claim change-over-time detection without a supplied baseline.
Can I choose how often it runs?
Yes. Select a recurring schedule when setting the Notis cron trigger.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agile CRM to Draftable. A trigger fires from one place; an action lands in another.
Agile CRM triggers
Draftable actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
List Comparisons
List document comparisons.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Connect any two apps with Notis in the middle.
Agile CRM and Draftable, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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