Verify a handoff recipient in Agiled
Confirm that the intended person appears in the Agiled directory before the handoff moves forward.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Get Users
Retrieves users.
Why this helps
A task can stall when a handoff references the wrong account, an outdated name, or an uncertain user.
- Check the intended recipient against the Agiled user directory.
- Make uncertain identities visible before work is handed off.
- Avoid creating or assigning work as part of a directory check.
Setup
Build it in a few focused steps.
- 1Connect AccuLynx and Agiled once in the Notis portal.
- 2Create a named automation in Automations, New Automation.
- 3Describe how Notis should retrieve Agiled users and compare them with a supplied intended recipient and job handoff details.
- 4Choose the webhook trigger and where run reports go.
- 5Test with one real handoff recipient and verify the result.
Questions about this workflow
Does this workflow assign the task to the matching user?
No. It checks the user directory and reports the result. It does not create or assign a task.
What if two users have similar names?
Have Notis report ambiguity and ask for a more reliable identifier rather than choosing between them.
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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