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Notis

Prepare for customer conversations with current news

Bring relevant coverage into your account research when a conversation is coming up.

Trigger

Webhook received

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

Action

Search News Articles

Retrieves news articles matching a search and filters.

Why this helps

Account preparation often means jumping between CRM notes and news searches just to gather recent context.

  • Search for articles using account details included in the request.
  • Receive a concise, conversation-ready summary.
  • Keep the research tied to the account context you supplied.

Setup

Build it in a few focused steps.

  • 1Connect Agiled and Currents api once in the Notis portal.
  • 2Create an automation in Automations, New Automation, and name it.
  • 3In one instruction, ask Notis to search Currents for relevant news using the account details in the webhook request.
  • 4Choose the webhook trigger and where run reports should go.
  • 5Test with one real account context.

Questions about this workflow

Does Notis choose which account to research?

No. Include the account name or context in the webhook request.

Will this change CRM records?

No. The action searches Currents and returns a Notis report.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link Agiled to Currents api. A trigger fires from one place; an action lands in another.

Agiled triggers

Currents api actions

Recurring trigger

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

TriggerScheduled

List Latest News

Retrieves the latest news articles.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Activities Watch

Starts real-time notifications for activity in workplace apps.

ActionInstant

Get Entity Usage Reports

Retrieves usage statistics for a workplace entity on a specific date.

ActionInstant

List Users

Lists users in a workplace domain or retrieves the latest news articles.

ActionInstant

Search News Articles

Retrieves news articles matching a search and filters.

ActionInstant

Connect any two apps with Notis in the middle.

Agiled and Currents api, 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 Currents api.