Bring current team context into campaign planning
Know who is in the Agiled directory before deciding who can take on campaign work.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Employees
Retrieves employees.
Why this helps
Campaign plans stall when ownership discussions rely on an outdated picture of the team.
- Retrieve an up-to-date employee directory
- Give planning discussions a shared team reference
- Avoid relying on stale copied lists
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 team context review.
- 3Tell Notis to retrieve Agiled employees and summarize the directory for campaign planning.
- 4Choose a recurring schedule and select where run reports should go.
- 5Test with one real run and review the returned team context.
Questions about this workflow
Does this assign campaign tasks?
No. It retrieves the employee directory for planning context. Task creation is a separate Agiled action.
Can it verify workload or availability?
The listed action provides an employee directory, not workload or calendar availability. Supply any additional availability context separately.
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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