Review Agiled tasks on a schedule
Get a steady view of task data without remembering to open the task list.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
GET_TASKS
Tool to retrieve a list of all tasks. use when you need to fetch all tasks across your account after authentication.
Why this helps
Open work is easy to overlook when reviewing tasks depends on finding time to check another app.
- Make task review a predictable routine
- Reduce time spent opening and scanning task lists
- Use run reports to surface the returned task information
Setup
Build it in a few focused steps.
- 1Connect Agiled once in the Notis portal.
- 2Create an automation prompt describing the task overview you want from returned Agiled task data.
- 3Pick the Notis cron trigger and set the schedule, then choose where run reports should go.
- 4Test with one run and check that the returned task details support the overview.
Questions about this workflow
Can the report include overdue status?
Only if the task data returned by Agiled includes the necessary due dates and status. Ask Notis to call out when relevant details are missing.
Does this workflow update tasks?
No. It retrieves task data for a scheduled 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
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Agiled.