Give qualified leads a discovery slot
Make the next conversation easier to protect by putting qualified lead discovery time directly on your calendar.
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
A lead marked ready for a conversation can still wait while you find time and create an event.
- Make discovery a clear next step
- Include supplied qualification context in the event
- Reduce delays caused by manual scheduling
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 discovery event only when the incoming webhook says the lead is qualified, using its supplied times and context.
- 4Choose the webhook trigger and select where run reports should go.
- 5Test with one real qualified lead example and inspect the event.
Questions about this workflow
Where does the qualification signal come from?
It must be included in the webhook request. No native Agile CRM trigger or qualification field is defined in this workflow context.
What time format is needed?
Create Event needs RFC3339 UTC start and end times, with the end after the start.
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.