Prepare Agile CRM leads for Dromo
Start a Dromo import from a lead export and keep prospect intake moving without rebuilding the import by hand.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Headless Import
Creates a headless import and returns a signed upload link.
Why this helps
A new lead export can stall while someone recreates an import and checks the file setup.
- Get new lead files into a prepared Dromo import sooner.
- Reduce repeated setup for each incoming export.
- Keep the source export available for review.
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 outcome: prepare a Dromo headless import for the Agile CRM lead export supplied with the request.
- 4Pick the webhook trigger and choose where run reports go.
- 5Test with one real lead export and review the created import.
Questions about this workflow
Does this run when a lead is created in Agile CRM?
Agile CRM trigger events are not available here. A Notis webhook starts the automation when it receives a request containing the export or its accessible file reference.
Does this upload the lead file too?
No. This workflow creates a headless import and returns a signed upload URL. Uploading the file requires a separate upload action.
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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