Give document follow-through a task in Agiled
Turn a document-related request into one actionable Agiled task, with the project, owner, priority, and date drawn from the information you provide.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Task
Creates a new task.
Why this helps
Document work often creates a small but important follow-up that gets lost between the signature workflow and the project board.
- Convert a supplied request into a focused task.
- Include task details that are available in the incoming request.
- Reduce the chance that document follow-up stays buried in a workflow.
Setup
Build it in a few focused steps.
- 1Connect ActiveMerge and Agiled once in the Notis portal.
- 2Create an automation and describe what kinds of document requests should create a task.
- 3Pick the webhook trigger and send a request with the task details to Notis.
- 4Choose where run reports should go, then test with one real document request.
Questions about this workflow
Can the workflow assign a task without an assignee in the request?
The task action needs the relevant task details. Supply an assignee when one is required; the workflow cannot infer an employee choice from information that was not provided.
Can it create a task for an existing project?
Yes, if the incoming request provides enough information to identify the project and create the task. Test with a real example.
Does ActiveMerge automatically send the webhook?
No native ActiveMerge trigger is listed. A webhook request must be sent to Notis by ActiveMerge or a connected service that you configure.
When this happens · Trigger
Do this · Action
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.
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.
ActiveMerge and Agiled, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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