Draft follow-ups from Agiled CRM context
Give Notis the CRM context and desired outcome. DeepSeek drafts a follow-up that you can review and send.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Chat Completion
Generates an AI response to a chat conversation.
Why this helps
Writing a thoughtful follow-up takes extra context switching when CRM details are in another app.
- Start with the relevant relationship context you provide.
- Spend less time turning CRM notes into a message.
- Review the draft before sending it.
Setup
Build it in a few focused steps.
- 1Connect Agiled and DeepSeek once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name.
- 3Describe the follow-up draft you want from the CRM context supplied to Notis.
- 4Choose a webhook trigger and where run reports should go.
- 5Test with one real CRM record and review the draft.
Questions about this workflow
Does this send the follow-up?
No. DeepSeek creates a draft for review; the listed action does not send CRM messages.
What information should I include?
Provide the CRM details and the purpose or next step for the follow-up. Do not assume information that was not supplied.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agiled to DeepSeek. A trigger fires from one place; an action lands in another.
Agiled triggers
DeepSeek actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Anthropic Message
Generates a response using an Anthropic-compatible message format.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Chat Completion
Generates an AI response to a chat conversation.
Get User Balance
Retrieves your current account balance.
Fetch Webpage
Fetches a known webpage and returns its content as Markdown.
List Models
Lists currently available models and basic details.
Search Web
Searches the web index and returns ranked results.
Connect any two apps with Notis in the middle.
Agiled and DeepSeek, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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