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Track onboarding blockers from WhatsApp in Agiled

Give every customer who is stuck a visible path to follow-up.

Trigger

Webhook received

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

Action

Create Ticket

Tool to create a new support ticket in agiled. use after gathering all required ticket details (subject, message, priority, user id).

Why this helps

A customer can get stuck during onboarding while the blocker remains buried in a conversation.

  • Make onboarding blockers visible to the team
  • Keep the customer's description attached
  • Reduce repeated discovery of unresolved issues

Setup

Build it in a few focused steps.

  • 1Connect 2chat and Agiled once in the Notis portal.
  • 2Create an automation prompt defining onboarding blockers and the ticket details to include.
  • 3Pick the Notis webhook trigger and choose where run reports should go.
  • 4Test with one real onboarding conversation that contains enough ticket details.

Questions about this workflow

Does this workflow resolve the onboarding issue?

It creates a ticket for follow-up. Resolution still depends on your team and the systems used to address the blocker.

What if the message is only a general question?

Specify what qualifies as a blocker in the prompt so general questions are handled separately or ignored.

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.

TriggerScheduled

Create Expense

Tool to create a new expense in agiled. use after gathering expense details and authenticating with your api key.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

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."

ActionInstant

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."

ActionInstant

Create Ticket

Tool to create a new support ticket in agiled. use after gathering all required ticket details (subject, message, priority, user id).

ActionInstant

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.

ActionInstant

Get Currencies

Tool to list currencies. use when you need to fetch available currency options after authentication.

ActionInstant

Get Deals

Tool to retrieve a list of all deals. use after confirming your api key to list all deals for crm reporting.

ActionInstant

Get Employees

Tool to retrieve a list of all employees. use when you need up-to-date employee directory from agiled.

ActionInstant

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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