Keep Agile CRM lead follow-ups from slipping
When a lead handoff needs a next step, send the context to Notis and get a Slack reminder at the right time.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create a reminder
Creates a slack reminder with specified text and time; time accepts unix timestamps, seconds from now, or natural language (e.g., 'in 15 minutes', 'every thursday at 2pm').
Why this helps
Lead handoffs can get buried between updating a CRM and remembering to follow up later.
- Keeps a follow-up visible in Slack
- Carries the lead context into the reminder
- Reduces the need to remember a separate CRM check
Setup
Build it in a few focused steps.
- 1Connect Agile CRM and Slack to Notis once.
- 2Create an automation in Notis and name it for lead follow-ups.
- 3Tell Notis to create a Slack reminder with the lead, handoff context, follow-up owner, and due time included in the webhook request.
- 4Choose the webhook trigger and select where run reports should go.
- 5Test with one real lead handoff and confirm the reminder text and timing.
Questions about this workflow
What starts this automation?
An HTTP request to the Notis webhook starts it. Your process must send the lead handoff context and follow-up timing in that request.
Does Agile CRM start the workflow automatically?
Agile CRM has no trigger event in this workflow package. The webhook must be called by a process that has access to the relevant handoff.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agile CRM to Slack. A trigger fires from one place; an action lands in another.
Agile CRM triggers
Slack actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Set snooze duration
Deprecated: turns on do not disturb mode for the current user, or changes its duration. use `set dnd duration` instead.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Add a custom emoji to a Slack team
Deprecated: adds a custom emoji to a slack workspace given a unique name and an image url. use `add emoji` instead.
Add an emoji alias
Adds an alias for an existing custom emoji in a slack enterprise grid organization.
Add a remote file
Adds a reference to an external file (e.g., google drive, dropbox) to slack for discovery and sharing, requiring a unique `external id` and an `external url` accessible by slack.
Add a star to an item
Stars a channel, file, file comment, or a specific message in slack.
Add call participants
Registers new participants added to a slack call.
Add emoji
Adds a custom emoji to a slack workspace given a unique name and an image url; subject to workspace emoji limits.
Add reaction to message
Adds a specified emoji reaction to an existing message in a slack channel, identified by its timestamp; does not remove or retrieve reactions.
Connect any two apps with Notis in the middle.
Agile CRM and Slack, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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