Capture campaign expenses in Agiled
Put campaign costs into the expense record while the details are still at hand.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Expense
Creates a new expense.
Why this helps
Small campaign costs are easy to forget when they stay in launch notes or chat.
- Record a campaign expense promptly
- Keep the supplied amount and context together
- Reduce end-of-month reconstruction
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 expense capture.
- 3Tell Notis to create an Agiled expense only when the request includes the required expense details.
- 4Choose the webhook trigger and select where run reports should go.
- 5Send one real expense request to test the record.
Questions about this workflow
What information should the request contain?
Include the expense details required by Agiled, such as the amount and any description or date needed for the record.
Does ActiveTrail send expense events?
No trigger events are listed for ActiveTrail. The workflow starts from an HTTP request that carries the expense details.
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.
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Creates a new support ticket.
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Retrieves deals.
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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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