Keep document-related tasks visible in Agiled
Get a recurring view of tasks connected to document generation, merging, signatures, and storage, so follow-through is easier to spot.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
GET_TASKS
Retrieves tasks.
Why this helps
Document operations can span several steps, and open tasks are easy to overlook when they are mixed into a larger task list.
- Review tasks across the Agiled account on a chosen schedule.
- Ask Notis to surface tasks that relate to document operations.
- Make the review easier to scan before work gets missed.
Setup
Build it in a few focused steps.
- 1Connect ActiveMerge and Agiled once in the Notis portal.
- 2Create an automation and describe which document-related tasks you want summarized.
- 3Pick the recurring schedule trigger.
- 4Choose where run reports should go, then test with one real task review.
Questions about this workflow
Does this workflow read ActiveMerge documents?
No. The available action retrieves Agiled tasks. Include any additional document context you want considered in the automation instruction or supplied data.
Can it tell which tasks are overdue?
It can assess dates if Agiled returns them. It cannot infer dates or task history that are not available in the returned records.
Does it update tasks?
No. The selected action retrieves tasks for review; it does not modify them.
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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