Review customer contacts alongside your Agility CMS context
Keep customer and partner follow-ups visible while preparing content and campaigns.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Contacts
Retrieves contacts.
Why this helps
Customer context in content planning can be separated from the CRM contacts needed for timely follow-up.
- Review the contact directory without a manual lookup.
- Relate supplied customer context to contacts where details support a match.
- Highlight follow-ups that may need attention.
Setup
Build it in a few focused steps.
- 1Connect Agility CMS and Agiled once in the Notis portal.
- 2Create an automation in Automations, New Automation, or tell Notis from any channel.
- 3In one instruction, ask Notis to retrieve Agiled contacts and summarize matches to the customer or partner context you supply from Agility CMS.
- 4Choose the notis_cron trigger and set the review schedule.
- 5Choose a report channel, then test with one real customer context example.
Questions about this workflow
Can this match contacts by any detail?
It can only make a reliable match when the retrieved contact data and supplied context share identifying details. Ask it to mark uncertain matches.
Does this update contact records?
No. It uses the Get Contacts action to retrieve contacts and produce a review.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agility cms to Agiled. A trigger fires from one place; an action lands in another.
Agility cms triggers
Agiled actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Expense
Creates a new expense.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Project
Creates a new project.
Create Task
Creates a new task.
Create Ticket
Creates a new support ticket.
Get Contacts
Retrieves contacts.
Get Currencies
Retrieves the available currencies.
Get Deals
Retrieves deals.
Get Employees
Retrieves employees.
Connect any two apps with Notis in the middle.
Agility cms and Agiled, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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