Check project categories against job plans
Review the categories available in Agiled alongside job plans to spot where a classification decision may be needed.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Project Categories
Retrieves project categories.
Why this helps
Project setup becomes inconsistent when people choose categories from memory or cannot find an appropriate option.
- Keep the available category options easy to review.
- Spot job plans that may need a category decision.
- Avoid inventing categories or changing project records automatically.
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 category review.
- 3Ask Notis to retrieve Agiled project categories and compare them with available AccuLynx job plans, reporting unclear or uncovered cases for review.
- 4Choose a recurring schedule and report channel.
- 5Test one run against real categories and job plans and review the results.
Questions about this workflow
Will this create a new category if none fits?
No. The selected action retrieves categories only. The workflow reports where a decision may be needed.
Will it retrieve job plans from AccuLynx automatically?
No AccuLynx trigger or read event is listed. The relevant job plans must be made available to Notis.
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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