Give estimates a place in your regular review
A scheduled estimate review helps you keep proposed work visible without making another dashboard check a memory task.
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
Estimates can be forgotten between creation and follow-up when there is no regular review point.
- Bring estimate records into a regular review.
- Ask Notis to summarize available details for a quick scan.
- Create a consistent checkpoint for estimate follow-up decisions.
Setup
Build it in a few focused steps.
- 1Connect Agiled once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name.
- 3Tell Notis to retrieve Agiled estimates and summarize the returned records for review.
- 4Choose the recurring schedule trigger and select where run reports should go.
- 5Test with one real example and check that the summary stays grounded in returned data.
Questions about this workflow
Can this follow up with customers about estimates?
No. The listed action retrieves estimates but does not send messages or update records.
Can it identify estimates awaiting a decision?
Only if the returned data includes a status or other information that supports that conclusion.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Adafruit IO to Agiled. A trigger fires from one place; an action lands in another.
Adafruit IO 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.
Adafruit IO 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.