Connect ActiveMerge to Agiled

When something happens in ActiveMerge, Notis takes the next step in Agiled. Describe what you want in plain English, or start from one of the examples below.

When this happens · Trigger

Do this · Action

Build an automation Browse examples

Examples

Ways Notis can move work from ActiveMerge to Agiled

View example

Turn a signed ActiveMerge document into an Agiled project

Start an Agiled project when a webhook reports that an ActiveMerge document is signed and the work needs tracking.

View example

Create an Agiled follow-up task from an ActiveMerge document request

Send an ActiveMerge document workflow request to Notis and create an Agiled task for a concrete follow-up.

View example

Review Agiled tasks alongside ActiveMerge document operations

On a schedule, retrieve Agiled tasks and prepare a review prompt for document work that needs attention.

View example

Get a scheduled Agiled project review for document work

Retrieve Agiled projects on a schedule and ask Notis to highlight projects involving ActiveMerge document workflows.

View example

Review Agiled expenses for document workflow costs

On a schedule, retrieve Agiled expenses and prepare a concise review of costs you identify as related to ActiveMerge workflows.

View example

Review Agiled invoices related to document operations

Retrieve Agiled invoices on a recurring schedule and summarize relevant invoice details for a document-work review.

View example

Review Agiled deals that may lead to document work

On a schedule, retrieve Agiled deals and summarize opportunities whose supplied details indicate upcoming document or signature work.

View example

Route an ActiveMerge document issue into an Agiled ticket

When a webhook reports a document workflow problem, create an Agiled support ticket with the supplied issue details.

View example

Review Agiled tickets for document workflow blockers

Retrieve Agiled support tickets on a schedule and summarize document-related blockers that appear in ticket details.

Supported Triggers and Actions

Notis builds workflows that link ActiveMerge to Agiled. A trigger fires from one place; an action lands in another.

ActiveMerge triggers

Agiled actions

Recurring trigger

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

TriggerScheduled

Create Expense

Creates a new expense.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Create Project

Creates a new project.

ActionInstant

Create Task

Creates a new task.

ActionInstant

Create Ticket

Creates a new support ticket.

ActionInstant

Get Contacts

Retrieves contacts.

ActionInstant

Get Currencies

Retrieves the available currencies.

ActionInstant

Get Deals

Retrieves deals.

ActionInstant

Get Employees

Retrieves employees.

ActionInstant

Trigger Types

Four ways to start an automation.

A trigger is the event that kicks a workflow off. Notis supports four kinds: an event in a connected app, an inbound webhook, a recurring schedule, and soon, your own database.

Integration triggers

Fire when something happens inside a connected app. New Notion page, Stripe charge, Linear issue: any of 1,000+ apps can start a workflow.

New Notion pageStripe chargeCalendar event

Webhook triggers

A unique URL per workflow. Anything that can send an HTTP POST can start an automation, including no-code tools that speak webhooks.

Any HTTP POSTCustom backendIoT event

Works with

ZapierPipedream

Most used

Recurring triggers

Cron-style schedules run a workflow on the clock. Daily standups, hourly syncs, business-hours-only digests: the workhorse of Notis.

Daily · 8:00HourlyWeekdays only

Coming soon

Database triggers

Watch a row, query, or threshold in your own database and fire the moment the data changes. Row inserted, value crosses a limit, query starts matching.

Row insertedValue > limitQuery match

Why AI automation

Classic automation breaks. AI adapts.

Same triggers and actions, smarter middle. AI handles the fuzziness that breaks traditional Zapier-style workflows the moment a field gets renamed.

Classic automationAI automation

Cost

$ · pay per run

$$ · AI models per run

Reliability

Breaks on schema change

Adapts to format changes

Setup

Click 8 dropdowns

Describe it in English

Handles fuzzy

Hard-coded fields only

Reads intent, summarises

Human in loop

Bolted on

Built in · approval inbox

Maintenance

You own every break

Self-heals · we own it

Ease of use

Describe it. Notis builds it.

Skip the visual builder. Tell Notis what you want, in plain English. It writes the workflow, you review and deploy.

You · in the Notis Builder

NEW

“When a row gets added to the Q4 OKRs Notion database and the status is Blocked, send a Telegram message to the owner with a summary of what's blocking, and ping me if there's no reply within 24 hours.”

Notis built this automation:

TriggerRow added to "Q4 OKRs"

Condition✦Status = "Blocked"

AI step✦Summarise the blocker in plain English

ActionDM the row owner with summary

Timeout✦No reply in 24h → ping you

Observability

Watch every run.

Notis Desktop is Mission Control for your AI automations. See every run, replay, edit, or rewind. Set approval gates so Notis pauses before destructive actions.