Bring document workflow blockers back into view
Scan support tickets on a schedule and ask Notis to surface document issues that may be holding up work.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Tickets
Retrieves support tickets.
Why this helps
Document-related support issues can stay unresolved when they are mixed into a larger queue of tickets and requests.
- Review Agiled tickets on a predictable schedule.
- Highlight ticket descriptions mentioning document operations.
- Make open issue follow-up easier to scan.
Setup
Build it in a few focused steps.
- 1Connect ActiveMerge and Agiled once in the Notis portal.
- 2Create an automation and describe what document-related ticket details to surface.
- 3Pick the recurring schedule trigger.
- 4Choose where run reports should go, then test with one real ticket review.
Questions about this workflow
Will the workflow close or update tickets?
No. The selected action retrieves tickets for a summary and does not change their status.
Can it identify a ticket as document-related?
It can use text and other details returned in Agiled ticket records. It cannot use details that are missing from those records.
Does it monitor ActiveMerge in real time?
No. This workflow starts on a recurring schedule and reads Agiled tickets. No ActiveMerge trigger event is listed.
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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