Turn invoice data into a follow-up digest
Know which invoices need attention before cash flow gets tight.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Invoices
Tool to retrieve a list of all invoices from agiled. use after obtaining valid api credentials.
Why this helps
Invoice follow-up slips when records are spread across dashboards and inbox reminders.
- Surfaces follow-up candidates
- Creates a repeatable cadence
- Keeps cash tasks visible
Setup
Build it in a few focused steps.
- 1Connect 0CodeKit and Agiled in the Notis portal once.
- 2Create an automation to fetch invoices and summarize required follow-ups.
- 3Pick a recurring cron trigger.
- 4Choose where run reports should go.
- 5Test with one real invoice set.
Questions about this workflow
Can it determine overdue status?
It can use dates and statuses returned by Agiled, subject to the available invoice data.
Can I define a follow-up threshold?
Yes, state the threshold in the automation prompt.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link 0CodeKit to Agiled. A trigger fires from one place; an action lands in another.
0CodeKit triggers
Agiled actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Expense
Tool to create a new expense in agiled. use after gathering expense details and authenticating with your api key.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Project
Tool to create a new project in agiled. use when you have collected all project details and need to set up the project before assigning tasks. example: "create a new project named website redesign with start date 2023-09-01 and status in progress."
Create Task
Tool to create a new task in agiled. use when you have all task details and want to add it to your project board. example: "create a task titled 'draft specs' for project 45, assigned to user 7, priority normal, due date 2025-11-05."
Create Ticket
Tool to create a new support ticket in agiled. use after gathering all required ticket details (subject, message, priority, user id).
Get Contacts
Tool to retrieve a list of all contacts. use after configuring the api key to fetch contacts with optional pagination or search filters.
Get Currencies
Tool to list currencies. use when you need to fetch available currency options after authentication.
Get Deals
Tool to retrieve a list of all deals. use after confirming your api key to list all deals for crm reporting.
Get Employees
Tool to retrieve a list of all employees. use when you need up-to-date employee directory from agiled.
Connect any two apps with Notis in the middle.
0CodeKit and Agiled, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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