Give quiet leads a timely follow-up
A scheduled CRM review can bring leads that need attention into a short Slack action list.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Post message to channel
Deprecated: posts a message to a slack channel, direct message, or private channel. use `send message` instead.
Why this helps
Potential customers can go quiet in the CRM when follow-up depends on someone remembering to check each record.
- Bring leads that need attention into one view.
- Use available record details to explain the follow-up.
- Reduce manual CRM scanning.
Setup
Build it in a few focused steps.
- 1Connect Agiled and Slack once in the Notis portal.
- 2Create an automation and name it for lead follow-up review.
- 3Tell Notis which available CRM details indicate that a lead needs follow-up and ask it to post a concise Slack list.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real lead and confirm the selection rule is appropriate.
Questions about this workflow
How does Notis identify a quiet lead?
Specify the available signal you want used, such as an activity date or lead status. If Agiled does not provide that detail, supply it or choose a different rule.
Does the workflow update the CRM?
No. The available Slack action posts a review list; it does not change Agiled CRM records.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agiled to Slack. A trigger fires from one place; an action lands in another.
Agiled triggers
Slack actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Set snooze duration
Deprecated: turns on do not disturb mode for the current user, or changes its duration. use `set dnd duration` instead.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Add a custom emoji to a Slack team
Deprecated: adds a custom emoji to a slack workspace given a unique name and an image url. use `add emoji` instead.
Add an emoji alias
Adds an alias for an existing custom emoji in a slack enterprise grid organization.
Add a remote file
Adds a reference to an external file (e.g., google drive, dropbox) to slack for discovery and sharing, requiring a unique `external id` and an `external url` accessible by slack.
Add a star to an item
Stars a channel, file, file comment, or a specific message in slack.
Add call participants
Registers new participants added to a slack call.
Add emoji
Adds a custom emoji to a slack workspace given a unique name and an image url; subject to workspace emoji limits.
Add reaction to message
Adds a specified emoji reaction to an existing message in a slack channel, identified by its timestamp; does not remove or retrieve reactions.
Connect any two apps with Notis in the middle.
Agiled and Slack, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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