Create a client project after tax verification
Start client work with verified company context already attached to the project setup.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
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."
Why this helps
Project setup stalls when client identity checks and delivery planning happen in separate tools.
- Shortens client onboarding
- Uses verified company details consistently
- Gets delivery work ready sooner
Setup
Build it in a few focused steps.
- 1Connect 44API and Agiled in the Notis portal.
- 2Create an automation that validates the webhook's VAT or tax identifier, then creates an Agiled project using the verified company name and the project details included in the request.
- 3Choose notis_webhook as the trigger.
- 4Select a report channel and test with one real client onboarding request.
Questions about this workflow
Where do project dates come from?
Include the start date, status, and other project details in the webhook request for Notis to use.
Does this create a client contact too?
No. This workflow creates a project with action 476. Add contact creation only if a supported action is available.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link 44API to Agiled. A trigger fires from one place; an action lands in another.
44API 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.
44API and Agiled, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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