Find the right Agiled employee for a job handoff
Check the employee directory while planning a handoff, then confirm the person before assigning work.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Get Employees
Retrieves employees.
Why this helps
A handoff slows down when the right person is unclear or the team has to search another directory manually.
- Retrieve current Agiled employees for a handoff decision.
- Use supplied context to explain candidate relevance.
- Leave assignment confirmation to the person making the handoff.
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 employees and suggest candidates based on supplied AccuLynx job context, without assigning anyone.
- 4Choose the webhook trigger and run report channel.
- 5Test with one real handoff request and confirm the candidate list is useful.
Questions about this workflow
Will this workflow assign the task?
No. It retrieves employees and returns candidates. Assignment is not part of this selected action.
Will it know current capacity or skill levels?
Only if that information is provided in the details available to Notis. The listed employee lookup does not establish capacity or skills data.
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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