Bring a prospect website into CRM review
A prospect review request can trigger a capture of the website referenced in the Agiled CRM record, giving the team a visual to discuss.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Capture Screenshot
Capture a website screenshot, optionally with extracted page content.
Why this helps
Prospect research is split between CRM notes and browser tabs, making it harder to resume the conversation with context.
- Attach a current visual to prospect review context.
- Reduce switching between CRM records and websites.
- Make a prospect discussion easier to pick up later.
Setup
Build it in a few focused steps.
- 1Connect Agiled and Apiflash once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3Tell Notis how to identify the prospect and website from the request and Agiled CRM context, then capture the site.
- 4Pick the webhook trigger and choose where run reports go.
- 5Test with one real prospect record that includes a website.
Questions about this workflow
Does this update the CRM record?
The listed action captures a website screenshot. Any CRM update would need to be handled separately.
What starts this workflow?
An HTTP request to the Notis webhook starts the capture.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agiled to Apiflash. A trigger fires from one place; an action lands in another.
Agiled triggers
Apiflash actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Batch Capture Screenshots
Captures screenshots of multiple web pages in one request.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Capture Website Screenshot (POST)
Captures an image of a website.
Capture Screenshot
Capture a website screenshot, optionally with extracted page content.
Get Quota Information
Shows current usage against your quota and its reset times.
Get Screenshot Metadata
Retrieves file size and format details for a captured screenshot.
Connect any two apps with Notis in the middle.
Agiled and Apiflash, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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