Review Agiled estimates regularly
Keep estimates in view with a recurring review that is easy to scan.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
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
Sent estimates can fade from view when follow-up depends on remembering to revisit the records.
- Keep estimate review predictable
- Summarize returned estimate details
- Reduce manual searching for proposal records
Setup
Build it in a few focused steps.
- 1Connect Agiled once in the Notis portal.
- 2Create an automation prompt describing the estimate overview you want from returned data.
- 3Pick the Notis cron trigger, set its schedule, and choose where run reports should go.
- 4Test one run and check that the available estimate details support your overview.
Questions about this workflow
Can it identify estimates that need follow-up?
Only if the returned data includes a status, date, or other signal and you provide the follow-up rule. Missing history or a baseline must be supplied separately.
Can it send an estimate to a customer?
No. This workflow retrieves estimate records for review.
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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