Capture project requests from WhatsApp in Agiled
Give a promising project request a clear home before the conversation moves on.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
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."
Why this helps
Project requests often arrive informally in chat, leaving founders to reconstruct the scope and dates later.
- Keep project requests out of chat scrollback
- Create projects from details already discussed
- Surface missing information before creating a record
Setup
Build it in a few focused steps.
- 1Connect 2chat and Agiled once in the Notis portal.
- 2Create an automation that describes which project requests to recognize and what to do with missing details.
- 3Pick the Notis webhook trigger and choose where run reports should go.
- 4Test with one real project request that includes the required project details.
Questions about this workflow
Can the project be created if the message lacks a start date?
The action needs collected project details. Instruct Notis to ask for or flag missing information before attempting creation.
Can it create a project from every new client chat?
Set a clear qualification rule in the automation prompt so only defined project requests are acted on.
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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