Prepare customer context before renewal decisions
Bring relevant records together before a renewal conversation or decision.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Visual SQL SELECT
Read rows from a database table.
Why this helps
Renewal discussions are harder when customer context has to be reconstructed at the last minute.
- Review the records available before a renewal decision.
- Surface missing context for follow-up.
- Avoid assuming renewal dates or history absent from the data.
Setup
Build it in a few focused steps.
- 1Connect Agiled and Appdrag once in the Notis portal.
- 2Create an automation in Automations, New Automation, or describe it to Notis from any channel.
- 3Tell Notis to read relevant Appdrag customer records and prepare a review using the dates, criteria, and Agiled context you supply.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real customer example.
Questions about this workflow
Can Notis identify renewal dates automatically?
Only when the dates are returned by Appdrag or supplied in the request.
Does this workflow contact customers?
No. It prepares an internal review from returned records.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agiled to Appdrag. A trigger fires from one place; an action lands in another.
Agiled triggers
Appdrag actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Execute Cloud Backend function via DELETE
Executes a cloud backend function in the default environment.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Execute Preprod Function (DELETE)
Executes a backend function in the preproduction environment for testing or validation.
Execute PROD API Function (GET)
Executes a backend function in the production environment.
Execute Dev Function (PATCH)
Executes a backend function in the development environment.
Execute Cloud Backend function via POST
Executes a cloud backend function in the default environment.
Execute Function POST (Preprod Env)
Executes a cloud backend function in the preproduction environment.
Execute Cloud Backend function via PUT (default)
Executes a cloud backend function in the default environment.
Execute Cloud Backend function via PUT (preprod)
Executes a cloud backend function in the preproduction environment.
Connect any two apps with Notis in the middle.
Agiled and Appdrag, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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