Make CRM review requests easier to pick up
When a review request arrives, Notis can retrieve EspoCRM user context and surface the Grist intake notes needed to orient whoever handles it.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Get App User
Tool to retrieve current user data including token, acl, and preferences. use after successful authentication to fetch session-specific profile.
Why this helps
Review requests can sit untouched because the next person must reconstruct context before deciding what to do.
- Give each review request a clear context summary.
- Reduce the effort needed to hand a request to someone else.
- Keep intake notes connected to the CRM workspace involved.
Setup
Build it in a few focused steps.
- 1Connect Grist and EspoCRM to Notis once in the portal.
- 2Ask Notis to retrieve EspoCRM app-user details and summarize the relevant Grist intake notes whenever a review request arrives.
- 3Select an incoming webhook trigger and a channel for run reports.
- 4Test by sending one real review request through the webhook.
Questions about this workflow
Does this workflow assign the review request in EspoCRM?
No. The available action retrieves app-user details and does not create or assign CRM records.
Can it help with handoffs?
It can prepare a concise handoff summary from the request and relevant Grist notes for the chosen reporting channel.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Grist to Espocrm. A trigger fires from one place; an action lands in another.
Grist triggers
Espocrm actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Get App User
Tool to retrieve current user data including token, acl, and preferences. use after successful authentication to fetch session-specific profile.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Get Metadata
Tool to retrieve metadata information from espocrm. use when you need to discover system configuration, user details, acl, and translations right after authentication.
Connect any two apps with Notis in the middle.
Grist and Espocrm, 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 Espocrm.