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Notis

Find the right Agiled products for each request

Give sales or operations a clean product shortlist without spreading sensitive context.

Trigger

Webhook received

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

Action

Get Products

Tool to retrieve a list of all products. use when you need to display all available offerings.

Why this helps

Offer preparation slows down when product information is hard to locate and verify.

  • Speeds up offer preparation
  • Reduces product lookup errors
  • Keeps private context out of CRM notes

Setup

Build it in a few focused steps.

  • 1Connect 1Password and Agiled to Notis once in the portal.
  • 2Create an automation for product lookup requests.
  • 3Tell Notis to retrieve matching Agiled products from each webhook request and return names, identifiers, and safe pricing details available.
  • 4Choose the webhook trigger and report channel.
  • 5Send one sample offer request to test the shortlist.

Questions about this workflow

Can it recommend a product not in Agiled?

No. It can only return products available through the Agiled action.

Should pricing secrets be stored in 1Password?

Keep credentials and private notes there; provide only the pricing context Notis is allowed to use.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link 1password to Agiled. A trigger fires from one place; an action lands in another.

1password 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.

1password and Agiled, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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