Find relevant Agiled products for a job
Check the available product list while planning job work, then review likely matches before making a decision.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Get Products
Retrieves products.
Why this helps
Searching product records by hand interrupts job planning and can leave useful offerings out of view.
- Retrieve current product options when a job request comes in.
- Summarize likely matches against supplied job details.
- Make it clear when the request lacks enough information to identify a product.
Setup
Build it in a few focused steps.
- 1Connect AccuLynx and Agiled once in the Notis portal.
- 2Create an automation in Automations, New Automation.
- 3Describe how Notis should retrieve Agiled products and summarize options relevant to supplied AccuLynx job context without selecting or selling anything automatically.
- 4Choose the webhook trigger and report channel.
- 5Test with one real job request and review the product suggestions.
Questions about this workflow
Does the workflow add products to an estimate or invoice?
No. It retrieves products and summarizes likely matches. Adding products to a financial document is not part of this workflow.
What if the job request is too broad?
Have Notis report that more detail is needed and avoid presenting a weak match as a recommendation.
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
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Agiled.