Review estimates alongside campaign commitments
Check the estimates behind campaign commitments before details get lost in the handoff.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Estimates
Retrieves estimates.
Why this helps
A campaign promise can outlive the estimate details needed to deliver it.
- Bring estimate records into a recurring review
- Compare estimates with commitments supplied to the run
- Flag unclear scope or missing context for a 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 estimate review.
- 3Tell Notis to retrieve Agiled estimates and review them against campaign commitments supplied to the run.
- 4Choose a recurring schedule and select where run reports should go.
- 5Test with current estimates and one real commitment summary.
Questions about this workflow
Can the workflow know which estimates relate to a campaign?
Provide that relationship in the run context unless it is clear from the returned records.
Does it create or send estimates?
No. The listed Agiled action retrieves estimates 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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