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Review estimates after tax verification

Put commercial context next to verified company information before the next decision.

Trigger

Webhook received

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

Action

Get Estimates

Tool to retrieve a list of all estimates. use after configuring the api key to list estimates for reporting.

Why this helps

Teams approve work without a single view of identity details and outstanding estimates.

  • Improves commercial context
  • Reduces manual record searching
  • Supports faster decisions

Setup

Build it in a few focused steps.

  • 1Connect 44API and Agiled in the Notis portal.
  • 2Create an automation that uses the webhook's verified company details to retrieve Agiled estimates and summarize relevant records for the requested review.
  • 3Choose notis_webhook as the trigger.
  • 4Select a report channel and test with one verified company request.

Questions about this workflow

Does this create or send an estimate?

No. Action 483 retrieves estimates for review.

What identifies related estimates?

Provide the company name, identifier, or other matching context in the webhook request.

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.

TriggerScheduled

Create Expense

Tool to create a new expense in agiled. use after gathering expense details and authenticating with your api key.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

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."

ActionInstant

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."

ActionInstant

Create Ticket

Tool to create a new support ticket in agiled. use after gathering all required ticket details (subject, message, priority, user id).

ActionInstant

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.

ActionInstant

Get Currencies

Tool to list currencies. use when you need to fetch available currency options after authentication.

ActionInstant

Get Deals

Tool to retrieve a list of all deals. use after confirming your api key to list all deals for crm reporting.

ActionInstant

Get Employees

Tool to retrieve a list of all employees. use when you need up-to-date employee directory from agiled.

ActionInstant

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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