Keep CustomGPT leads ready for Agiled follow-up
Bring captured chatbot leads into your Agiled workflow with a concise summary that is ready for your next step.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Export Leads
Exports lead details captured in conversations from a project.
Why this helps
Leads captured in chatbot conversations can be easy to overlook when switching back to CRM work.
- Review leads captured in CustomGPT conversations without hunting through reports.
- Create a concise follow-up summary from available lead details.
- Reduce context switching between chatbot and CRM work.
Setup
Build it in a few focused steps.
- 1Connect Agiled and CustomGPT once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3Tell Notis to retrieve CustomGPT leads for the relevant date range and summarize them for Agiled follow-up.
- 4Choose the webhook trigger and where run reports should go.
- 5Test with one real example and confirm the summary is useful.
Questions about this workflow
Does this automatically create or update Agiled CRM records?
No Agiled action is available in this workflow package. Notis can prepare a summary from the CustomGPT export for your Agiled follow-up.
What starts the automation?
An HTTP request to the Notis webhook starts it. Agiled has no listed trigger event here.
Can the summary include lead details?
It can summarize fields returned by CustomGPT's lead export. The prompt should avoid assuming fields that are not present.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agiled to Customgpt. A trigger fires from one place; an action lands in another.
Agiled triggers
Customgpt actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Delete CustomGPT Project
Permanently deletes a project.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Activate Persona Version
Restores a previous persona version as active and adds a new history entry; requires Custom plan.
Delete CustomGPT Project License
Deletes a license from a project.
Add Source to Project
Adds a source to an agent’s knowledge base; indexing begins immediately.
Get Project License
Retrieves a license for a specific project.
Clone CustomGPT Project
Clones an agent, including its knowledge base, persona, and settings.
Get Project Settings
Retrieves the settings for a project.
Create Conversation
Creates a conversation session for an agent.
Connect any two apps with Notis in the middle.
Agiled and Customgpt, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Customgpt.