Keep your Agiled deal review on schedule
Make pipeline review easier to start by bringing the deal data into a recurring report.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
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
Deals can lose momentum when pipeline review depends on remembering to check CRM records.
- Make deal review more consistent
- Reduce time spent opening CRM records
- Summarize information available in returned deal data
Setup
Build it in a few focused steps.
- 1Connect Agiled once in the Notis portal.
- 2Create an automation prompt describing the deal summary you want from returned Agiled data.
- 3Pick the Notis cron trigger and schedule it, then choose the run report destination.
- 4Test one run and confirm the returned data supports the summary you requested.
Questions about this workflow
Can it highlight deals that have stalled?
Only if the returned data includes activity history or another baseline that shows stalling. Supply the rule and required history if Agiled does not return it.
Will this update deal stages?
No. The selected action retrieves deal records for a review report.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link 2chat to Agiled. A trigger fires from one place; an action lands in another.
2chat 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.
2chat and Agiled, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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