Keep Deal Follow-ups Visible Across Agiled and Ably
Bring deal records together with the channel updates that can help you decide what needs attention next.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Deals
Tool to retrieve a list of all deals. use after confirming your api key to list all deals for crm reporting.
Why this helps
Deal context gets scattered across CRM records and team conversations, leaving follow-ups easy to postpone.
- See deal records with relevant conversation context.
- Create a focused list of possible next steps for review.
- Reduce manual searching across CRM and chat.
Setup
Build it in a few focused steps.
- 1Connect Ably and Agiled once in the Notis portal.
- 2Create an automation in Automations, New Automation, or tell Notis what you want from any channel.
- 3Describe which deals and Ably channel activity to consider, and ask Notis to report possible follow-ups without assuming missing deal history.
- 4Pick a recurring schedule trigger and choose where run reports should go.
- 5Test with one real review and verify the summary against the records.
Questions about this workflow
Does this update deals in Agiled?
No. This workflow retrieves deals and creates a report for review.
Can it infer deal changes from chat?
It can summarize relevant supplied or retrieved messages, but any missing deal history or baseline must be provided or treated as unknown.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Ably to Agiled. A trigger fires from one place; an action lands in another.
Ably 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.
Ably and Agiled, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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