Keep client follow-ups from slipping out of WhatsApp
Turn a client promise into a next step you can find again.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
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."
Why this helps
Follow-ups get missed when the commitment stays in chat instead of landing in the task list.
- Keep client follow-ups visible
- Reduce the need to search old chats
- Capture a clear next action with its context
Setup
Build it in a few focused steps.
- 1Connect 2chat and Agiled once in the Notis portal.
- 2Create an automation prompt describing which client follow-ups should become tasks.
- 3Pick the Notis webhook trigger and choose a destination for run reports.
- 4Test with one real client conversation that includes a clear next action and required task details.
Questions about this workflow
Can a task be created without an assignee?
The task action example includes an assigned user. Provide an Agiled user ID when needed, or instruct Notis to flag records that lack one.
Can it distinguish a promise from a casual suggestion?
Describe the language or conditions that count as a commitment in your prompt, and test the rule with a representative message.
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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