Review deals for a verified company
See the relevant pipeline context immediately after a company identity check.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Get Deals
Tool to retrieve a list of all deals. use after confirming your api key to list all deals for crm reporting.
Why this helps
Sales context gets fragmented when company verification and deal review happen in different workflows.
- Cuts CRM searching
- Surfaces active opportunities sooner
- Keeps verification context in the report
Setup
Build it in a few focused steps.
- 1Connect 44API and Agiled in the Notis portal.
- 2Create an automation that uses the verified company name or identifier from the webhook to retrieve Agiled deals and summarize matching or possibly related records.
- 3Choose notis_webhook as the trigger.
- 4Pick a report channel and test with one verified company request.
Questions about this workflow
Will it update a deal?
No. Action 481 retrieves deals for review and reporting.
What if no match is found?
Tell Notis to report that no matching deal was found and include the verified company details for manual follow-up.
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
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Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
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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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