Review invoices against campaign spend context
Bring invoice records and campaign cost notes into one review before closing the books.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Invoices
Retrieves invoices.
Why this helps
Campaign spend notes and invoice records can be scattered when it is time to reconcile costs.
- Retrieve invoice records for a consistent review
- Compare them with spend context supplied to the run
- Highlight missing information for follow-up
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 invoice review.
- 3Tell Notis to retrieve Agiled invoices and compare them with campaign spend context supplied to the run.
- 4Choose a recurring schedule and select where run reports should go.
- 5Test with one real invoice review and supplied campaign cost notes.
Questions about this workflow
Can Notis determine campaign spend from ActiveTrail in this pair?
No ActiveTrail trigger or campaign reporting action is listed. Provide the spend context to the run.
Does this workflow change or pay invoices?
No. It retrieves invoice records for a review and does not modify or pay them.
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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