See document work across Agiled projects
Bring project status and document-related delivery work into a regular review, without manually opening each project first.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Projects
Retrieves projects.
Why this helps
When document generation and signing support multiple projects, it takes effort to remember where each piece of work stands.
- Retrieve projects across Agiled for a recurring review.
- Ask Notis to summarize project details relevant to document work.
- Spot projects that need attention from the information returned.
Setup
Build it in a few focused steps.
- 1Connect ActiveMerge and Agiled once in the Notis portal.
- 2Create an automation and describe what project details matter for your document-work review.
- 3Pick the recurring schedule trigger.
- 4Choose where run reports should go, then test with one real project review.
Questions about this workflow
Will this workflow create or change projects?
No. The selected action retrieves projects for review; it does not create or update them.
Can it identify ActiveMerge activity automatically?
Only if that information is included in the Agiled project data or supplied to Notis. No ActiveMerge trigger event is listed.
Can I run the review only for selected projects?
Describe the projects or criteria in the instruction and provide any context that is not present in Agiled's returned project 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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