Check available categories before planning campaign projects
Start project planning with the categories your Agiled workspace actually offers.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Project Categories
Retrieves project categories.
Why this helps
Planning notes can use labels that do not match the categories available in the project system.
- Retrieve current project category options
- Avoid assuming category names that may not exist
- Give project planning a consistent reference
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 category review.
- 3Tell Notis to retrieve Agiled project categories and summarize options relevant to campaign planning.
- 4Choose a recurring schedule and select where run reports should go.
- 5Test with one run before using the category list in a project request.
Questions about this workflow
Does this create a categorized project?
No. It retrieves available categories. Project creation is a separate action and should only use a category when supported by the request.
Why use a recurring run?
A scheduled refresh helps keep planning notes aligned with the category options returned by Agiled.
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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