Record expenses shared in WhatsApp in Agiled
Move expense details from chat into your records without relying on a later cleanup session.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Expense
Tool to create a new expense in agiled. use after gathering expense details and authenticating with your api key.
Why this helps
A purchase mentioned in chat can be forgotten before it reaches the expense records.
- Capture expenses close to when they are reported
- Reduce manual re-entry from chats
- Keep a useful description alongside the expense
Setup
Build it in a few focused steps.
- 1Connect 2chat and Agiled once in the Notis portal.
- 2Create an automation prompt describing which reported expenses to record and how to handle missing details.
- 3Pick the Notis webhook trigger and select a report channel.
- 4Test with one real expense message containing the details required by Agiled.
Questions about this workflow
Can Notis determine a currency from the message?
Ask Notis to use a currency stated in the chat. If it is absent or ambiguous, have the automation flag the message for clarification.
Can a receipt image be used as the expense source?
This workflow is grounded in details included in the incoming webhook data. Whether an image can be interpreted depends on what data the webhook provides.
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.
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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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