Review Agiled deals with campaign context
Bring campaign signals and open deal records into one scheduled review.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Deals
Retrieves deals.
Why this helps
It is easy to review campaign results without connecting them to the deals your team is following.
- Put deal records in a repeatable review
- Consider campaign results alongside CRM data supplied to Notis
- Surface follow-up questions for the team
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 review.
- 3Tell Notis to retrieve Agiled deals and summarize them with campaign results supplied to the run.
- 4Choose a recurring schedule and select where run reports should go.
- 5Test with one real review run and confirm the report is useful.
Questions about this workflow
Does this workflow retrieve ActiveTrail campaign results automatically?
No ActiveTrail trigger or retrieval action is listed here. Provide the campaign results to Notis as part of the run context.
What Agiled data does it retrieve?
It uses Agiled's Get Deals action to retrieve deal records for CRM reporting.
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
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Agiled.