Keep document operations billing in view
Review invoice records on a regular schedule and ask Notis to surface the details that matter for document-related work.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Invoices
Retrieves invoices.
Why this helps
Invoice follow-through can slip when operational billing is spread across projects and other administrative work.
- Retrieve Agiled invoices on a chosen schedule.
- Summarize invoice details available in the records.
- Keep billing follow-through in a regular review routine.
Setup
Build it in a few focused steps.
- 1Connect ActiveMerge and Agiled once in the Notis portal.
- 2Create an automation and describe which invoice details you want reviewed.
- 3Pick the recurring schedule trigger.
- 4Choose where run reports should go, then test with one real invoice review.
Questions about this workflow
Does this workflow send or pay invoices?
No. It retrieves invoice records for review and does not send, edit, or pay invoices.
Can it connect invoices to specific ActiveMerge documents?
Only if the invoice data or context you provide includes a reliable connection. The available action does not retrieve ActiveMerge documents.
Can it flag unpaid invoices?
If the records Agiled returns include payment status, Notis can summarize or highlight it. Missing status cannot be inferred.
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
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Agiled.