Check currency options before planning campaign costs
Make currency assumptions visible before campaign costs reach your records.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Currencies
Retrieves the available currencies.
Why this helps
A budget can be difficult to reconcile when campaign planning assumes a currency the finance system does not offer.
- Retrieve the currency options Agiled returns
- Make budget assumptions easier to verify
- Reduce avoidable currency confusion in cost discussions
Setup
Build it in a few focused steps.
- 1Connect ActiveTrail and Agiled once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name the currency check.
- 3Tell Notis to retrieve Agiled currencies and report the available options for campaign budgeting.
- 4Choose a recurring schedule and select where run reports should go.
- 5Test with one run before using the result in a budget plan.
Questions about this workflow
Does this convert campaign costs?
No. The action lists available currencies and does not convert amounts.
Does it retrieve campaign budget data from ActiveTrail?
No ActiveTrail trigger or reporting action is listed. Provide any campaign budget figures separately.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link ActiveTrail to Agiled. A trigger fires from one place; an action lands in another.
ActiveTrail 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.
ActiveTrail and Agiled, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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