Keep a recurring view of Agiled projects
Make it easier to keep project information in view without another manual check.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Projects
Tool to retrieve a list of all projects. use after obtaining the api token.
Why this helps
Project reviews slip when they rely on remembering to open the portfolio and scan every record.
- Create a consistent project review habit
- Reduce manual scanning across projects
- Summarize available project information in run reports
Setup
Build it in a few focused steps.
- 1Connect Agiled once in the Notis portal.
- 2Create an automation prompt describing the project overview you want from returned project data.
- 3Pick the Notis cron trigger, choose a schedule, and select a report destination.
- 4Run one test and review which project details Agiled returns.
Questions about this workflow
Can it identify projects that are behind schedule?
Only when the returned project data includes dates or status details that support that conclusion. Provide any missing baseline or interpretation rules in your prompt.
Can the schedule create projects?
This workflow retrieves project data for review. Project creation is a separate action that needs a defined project request and its required details.
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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