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Notis

Turn campaign findings into Agiled follow-up tasks

Give each useful campaign finding a clear next step in your task system.

Trigger

Webhook received

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

Action

Create Task

Creates a new task.

Why this helps

Insights from campaign reviews often get noted down without becoming owned work.

  • Convert a stated next step into a task
  • Keep the campaign finding with its follow-up
  • Avoid relying on memory after a results review

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 follow-up workflow.
  • 3Tell Notis to create an Agiled task only when a campaign finding includes a concrete next step and task details.
  • 4Choose the webhook trigger and select where run reports should go.
  • 5Send one real finding with its next step to test task creation.

Questions about this workflow

Can it decide what the campaign results mean?

Notis can analyze results included in the request, but any metric history or baseline must also be supplied if the conclusion depends on it.

What if a finding has no clear next step?

The instruction should have Notis report the finding without creating a task until a concrete action and required task 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.

TriggerScheduled

Create Expense

Creates a new expense.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Create Project

Creates a new project.

ActionInstant

Create Task

Creates a new task.

ActionInstant

Create Ticket

Creates a new support ticket.

ActionInstant

Get Contacts

Retrieves contacts.

ActionInstant

Get Currencies

Retrieves the available currencies.

ActionInstant

Get Deals

Retrieves deals.

ActionInstant

Get Employees

Retrieves employees.

ActionInstant

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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