Use current Agiled users when planning campaign tasks
Keep the list of possible task owners current when new campaign work arrives.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Users
Retrieves users.
Why this helps
Task assignment slows down when the person list in planning notes is stale.
- Refresh the user reference used in planning
- Reduce uncertainty about available Agiled user records
- Support more accurate task requests
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 directory check.
- 3Tell Notis to retrieve Agiled users and report the current directory for campaign planning.
- 4Choose a recurring schedule and select where run reports should go.
- 5Test with one run and confirm the directory is suitable for assignment decisions.
Questions about this workflow
Is this the same as retrieving employees?
No. This workflow uses Agiled's Get Users action, which returns the user directory for selection or validation.
Does it assign tasks?
No. It refreshes user information. A separate task workflow can create a task when its details and assignee are known.
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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