Review projects supporting campaign work
See which projects are carrying campaign work and where the picture is incomplete.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Projects
Retrieves projects.
Why this helps
Campaign work spread across projects can be difficult to review without a reliable inventory.
- Retrieve projects for a repeatable overview
- Relate project records to initiatives supplied to the run
- Surface projects needing clarification or 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 project review.
- 3Tell Notis to retrieve Agiled projects and summarize those related to campaign initiatives supplied to the run.
- 4Choose a recurring schedule and select where run reports should go.
- 5Test with current projects and a real initiative list.
Questions about this workflow
How does it know which projects support campaign work?
Provide the initiative context or rely on clear information in the returned project records. Notis should mark uncertain matches.
Does it create projects?
No. This scheduled workflow retrieves projects for review.
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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