Give every proposal a follow-up moment
A proposal sent is a natural point to plan the next conversation and protect time for it.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Event
Creates an event on a google calendar, needing rfc3339 utc start/end times (end after start) and write access to the calendar. by default, adds the organizer as an attendee unless exclude organizer is set to true.
Why this helps
After sending a proposal, it is easy to move on and forget to schedule the follow-up.
- Keep a follow-up attached to the proposal milestone
- Include the contact and proposal context
- Make the next conversation easier to remember
Setup
Build it in a few focused steps.
- 1Connect Agile CRM and Google Calendar in the Notis portal once.
- 2Create an automation in Automations, New Automation, and give it a name.
- 3Tell Notis to create a proposal follow-up call from an incoming webhook with contact details and supplied event times.
- 4Choose the webhook trigger and select where run reports should go.
- 5Test with one real proposal follow-up example.
Questions about this workflow
Does Agile CRM send a proposal-sent event natively?
No Agile CRM trigger event is listed. This workflow starts from a Notis webhook request containing the proposal update.
Can Notis decide how many days to wait?
You can state a timing rule in the prompt, but the request or instruction must provide enough information to resolve a concrete event time.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agile CRM to Google Calendar. A trigger fires from one place; an action lands in another.
Agile CRM triggers
Google Calendar actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Insert Calendar into List
Inserts an existing calendar into the user's calendar list.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Update Calendar List Entry
Updates an existing entry on the user\'s calendar list.
Delete Calendar
Deletes a secondary calendar. use calendars.clear for clearing all events on primary calendars.
Update Calendar
Updates metadata for a calendar.
Clear Calendar
Clears a primary calendar. this operation deletes all events associated with the primary calendar of an account.
Create Event
Creates an event on a google calendar, needing rfc3339 utc start/end times (end after start) and write access to the calendar. by default, adds the organizer as an attendee unless exclude organizer is set to true.
Delete event
Deletes a specified event by `event id` from a google calendar (`calendar id`); this action is idempotent and raises a 404 error if the event is not found.
Create a calendar
Creates a new, empty google calendar with the specified title (summary).
Connect any two apps with Notis in the middle.
Agile CRM and Google Calendar, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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No card. Works with personal or business Google Calendar.