Spot upcoming document work in your Agiled pipeline
A regular deal review can help you notice when a sales opportunity may soon need a proposal, agreement, or other document workflow.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Deals
Retrieves deals.
Why this helps
Sales opportunities can reach a point where documents are needed, but that handoff is easy to miss while managing a busy pipeline.
- Review Agiled deal records on a regular schedule.
- Highlight deals whose supplied details suggest a document next step.
- Make sales-to-document handoffs easier to notice.
Setup
Build it in a few focused steps.
- 1Connect ActiveMerge and Agiled once in the Notis portal.
- 2Create an automation and describe which deal details indicate a document next step.
- 3Pick the recurring schedule trigger.
- 4Choose where run reports should go, then test with one real deal review.
Questions about this workflow
Does this workflow create an ActiveMerge document?
No. It reviews deal records retrieved from Agiled. The listed Agiled actions do not create ActiveMerge documents.
Can it predict when a deal needs a signature?
It can flag supplied deal details that indicate a signature step, but it cannot infer intent that is absent from the record or your instructions.
Does it update deal stages?
No. The selected action retrieves deals for a review and does not update CRM records.
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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