Find announcement context for a customer update
Pull relevant announcement posts into the context for a customer update.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Get Posts
Lists posts and their titles.
Why this helps
Customer updates take longer when teams search announcement history by hand before replying.
- Retrieve a list of posts for follow-on review.
- Use filters supplied with the webhook request.
- Summarize relevant post context for customer communication.
Setup
Build it in a few focused steps.
- 1Connect Agiled and Beamer once in the Notis portal.
- 2Create an automation in Automations, New Automation, with a name and this prompt: Retrieve Beamer posts matching the criteria in this Agiled customer update request and summarize posts relevant to the update.
- 3Pick a webhook trigger for the customer update request.
- 4Choose where run reports should go.
- 5Test with one real request containing search criteria.
Questions about this workflow
Can this search based only on the customer name?
Provide the filters or context you want the post retrieval to use in the request.
Does it send a customer message?
No. It retrieves posts and can summarize them in the run report.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agiled to Beamer. A trigger fires from one place; an action lands in another.
Agiled triggers
Beamer actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Count Posts
Counts the posts matching the selected criteria.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Get Category
Retrieves the details of a category.
Count Post Comments
Counts comments on a post that match the selected filters.
Get Feed
Retrieves the URL of your standalone feed.
Count Post Reactions
Counts reactions on a post.
Count Unread Posts
Counts a user’s unread posts.
Get Notification
Retrieves the details of a specific notification.
Get Notifications
Retrieves unread notifications and marks them as read.
Connect any two apps with Notis in the middle.
Agiled and Beamer, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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