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Notis

Schedule contact data quality reviews for Agiled

Get a recurring view of contact details that may need attention, based on records Agiled returns and checks Addressfinder can perform.

Trigger

Recurring schedule

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

Action

Get Contacts

Retrieves contacts.

Why this helps

Contact records become harder to trust when small data issues accumulate without a regular review.

  • Review Agiled contacts on a recurring schedule.
  • Check only details available in the returned contact records.
  • Receive a concise report of records that may need human attention.

Setup

Build it in a few focused steps.

  • 1Connect Addressfinder and Agiled once in the Notis portal.
  • 2Create an automation in Automations, New Automation.
  • 3Tell Notis to retrieve Agiled contacts, check available details with Addressfinder, and report records that may need review.
  • 4Pick a recurring schedule and choose where run reports should go.
  • 5Test with one real run and review the report.

Questions about this workflow

Does this workflow update contact records?

No. The selected Agiled action retrieves contacts. This workflow reports possible issues for a person to review.

Can it check every contact field?

Only details returned by Agiled and supported by Addressfinder can be checked. The report should identify unavailable information as unknown.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link Addressfinder to Agiled. A trigger fires from one place; an action lands in another.

Addressfinder 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.

Addressfinder and Agiled, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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