Start an Agiled project from a campaign initiative
Give a substantial campaign initiative a home before tasks start piling up.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Project
Creates a new project.
Why this helps
Multi-step campaigns are harder to coordinate when there is no shared project to hold the work.
- Create a central place for initiative work
- Carry through project details included in the request
- Make subsequent task planning easier
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 initiative workflow.
- 3Tell Notis to create an Agiled project only when the request includes the required project details.
- 4Choose the webhook trigger and select where run reports should go.
- 5Send one complete initiative request to test project creation.
Questions about this workflow
What details should the request include?
Include the project details Agiled requires, such as its name and any start date or status you want to set.
Will this create campaign tasks too?
No. This workflow creates a project. A separate task workflow can handle individual tasks when their details are available.
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
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.