Set up a reusable contact import schema
Give recurring contact imports a consistent starting structure, with schema requirements described in plain language.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create Import Schema
Creates an import schema with its fields, validation rules, and settings.
Why this helps
Repeated contact imports can require the same schema setup and review each time.
- Create a reusable schema for recurring contact files.
- Keep schema requirements in one prompt.
- Reduce repeated setup work for contact imports.
Setup
Build it in a few focused steps.
- 1Connect Agile CRM and Dromo once in the Notis portal.
- 2Create an automation by telling Notis in plain language or using Automations, New Automation.
- 3Describe the contact fields and validation requirements the schema should include.
- 4Pick a recurring schedule and choose where run reports go.
- 5Test with one real contact export and inspect the schema in Dromo.
Questions about this workflow
Will Notis infer every required field from Agile CRM?
No. Include the field requirements in the automation prompt or provide them with the request.
Does schema creation import contact records?
No. It creates the schema in Dromo. A separate import workflow is needed to prepare and upload records.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agile CRM to Dromo. A trigger fires from one place; an action lands in another.
Agile CRM triggers
Dromo actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
List Uploads
List file uploads for your organization.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Headless Import
Creates a headless import and returns a signed upload link.
Upload File To Headless Import
Upload a file for automatic processing.
Create Import Schema
Creates an import schema with its fields, validation rules, and settings.
Delete Import Schema
Irreversibly deletes an import schema.
Get Import Schema
Retrieves an import schema by its ID.
List Import Schemas
Lists all import schemas for the organization.
Update Import Schema
Updates an existing import schema, including its fields, validation rules, and settings.
Connect any two apps with Notis in the middle.
Agile CRM and Dromo, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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