Keep CRM preferences aligned with how you work
A quarterly review can make workspace preferences and working conventions easier to revisit without relying on memory.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
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
Small preference mismatches can create repeated friction, but they are easy to forget until another task is interrupted.
- Revisit preference context on a predictable schedule.
- Consider CRM preferences alongside the working conventions documented in Grist.
- Capture questions for a human to investigate.
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 preferences quarterly and summarize them with the relevant Grist working conventions.
- 3Choose a quarterly schedule and a channel for run reports.
- 4Test with one real working-convention note and review the summary.
Questions about this workflow
Will this update preferences automatically?
No. The EspoCRM action retrieves user details and preferences; it does not change them.
Can I run it less often?
Yes. Choose the recurring schedule that fits your review rhythm.
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
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