Review invoices alongside job details
Bring invoice records into a job review so the right follow-up questions are easier to see.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Invoices
Retrieves invoices.
Why this helps
Invoice follow-up can be missed when the financial record and the job conversation are reviewed in separate places.
- Summarize invoice records with relevant context available to Notis.
- Highlight possible follow-up items without changing financial records.
- Keep uncertain matches visible for a human decision.
Setup
Build it in a few focused steps.
- 1Connect AccuLynx and Agiled once in the Notis portal.
- 2Create an automation in Automations, New Automation, for invoice review.
- 3Tell Notis to retrieve Agiled invoices, compare them with available AccuLynx job context, and report possible follow-ups without editing invoices.
- 4Choose a recurring schedule and report channel.
- 5Review one real report and confirm its findings before using it routinely.
Questions about this workflow
Will the workflow send reminders or alter invoices?
No. It retrieves invoices and creates a review summary. It does not send messages or edit invoice records.
Can it confirm whether an invoice is paid for a specific job?
Only if the returned invoice data and supplied job context support that conclusion. It should report uncertainty when the match is not clear.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Acculynx to Agiled. A trigger fires from one place; an action lands in another.
Acculynx triggers
Agiled actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Expense
Creates a new expense.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Project
Creates a new project.
Create Task
Creates a new task.
Create Ticket
Creates a new support ticket.
Get Contacts
Retrieves contacts.
Get Currencies
Retrieves the available currencies.
Get Deals
Retrieves deals.
Get Employees
Retrieves employees.
Connect any two apps with Notis in the middle.
Acculynx and Agiled, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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