Make client updates easy for the team to catch
Convert an Agiled CRM update into a short internal brief that is ready to act on.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Post message to channel
Why this helps
Important CRM changes can be missed when teammates have to revisit records or rely on forwarded notes.
- Bring relevant client changes into the team's shared conversation.
- Keep the update grounded in the record details provided.
- Make handoffs easier to scan and follow up.
Setup
Build it in a few focused steps.
- 1Connect Agiled and Discordbot once in the Notis portal.
- 2Create an automation in Notis and name it for client update briefs.
- 3Tell Notis to summarize the supplied Agiled CRM update for the internal team and call out any explicit follow-up present in the data.
- 4Choose a Notis webhook trigger and choose where run reports should go.
- 5Test with one real client update and verify the brief includes only supported details.
Questions about this workflow
Does this send a message to the client?
No. The configured action posts to a Discord channel. Use it for an internal team brief.
What if the record does not state a follow-up?
The brief should summarize the supplied update and leave out a follow-up rather than infer one.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agiled to Discordbot. A trigger fires from one place; an action lands in another.
Agiled triggers
Discordbot actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Add recipient to group channel
This action is deprecated and unsupported.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Add guild member
Adds a user to a guild using an OAuth token with the guilds.join scope.
Assign role to guild member
Assigns a role to a member of a server.
Add reaction to message
Adds an emoji reaction from the bot to a message.
Add thread member
Adds a user to an unarchived thread if they can access its parent channel.
Ban user from guild
Permanently bans a user from a guild, optionally deleting their recent messages.
Bulk ban users from guild
Bans up to 200 guild users, optionally deleting their recent messages; BAN_MEMBERS is required.
Bulk Delete Messages
Deletes 2–100 messages under 14 days old from a channel; requires message-management permission.
Connect any two apps with Notis in the middle.
Agiled and Discordbot, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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