See your upcoming customer conversations in one brief
Turn an incoming planning request into a quick view of customer meetings over a defined calendar range.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
List Events
Returns events on the specified calendar.
Why this helps
Preparing for customer conversations can mean piecing together a scattered calendar one event at a time.
- Review a defined set of upcoming events together
- Ask Notis to summarize returned event details
- Spend less time scanning the calendar manually
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 list events for the supplied calendar and time range from an incoming webhook, then summarize customer meeting details present in the results.
- 4Choose the webhook trigger and select where run reports should go.
- 5Test with one real date range and review the brief against the calendar.
Questions about this workflow
Will this retrieve customer history from Agile CRM?
No CRM read action is specified. Notis can summarize calendar results and any customer details included in the webhook request.
What makes the event list useful?
Supply the calendar ID and a clear start and end range in the request, and ask Notis to summarize only details present in the returned events.
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.