Find estimate contact gaps before follow-up
Use a scheduled review to spot estimates whose available contact details may need attention before someone follows up.
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
Estimate follow-up can get delayed when recipient details are incomplete or unreliable.
- Retrieve estimates for recurring review.
- Check recipient contact details when the returned data includes them.
- Give the team a clear list of possible follow-up gaps.
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 estimates, check available recipient contact details with Addressfinder, and report possible follow-up gaps.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real run and review the results.
Questions about this workflow
Does this send estimates to customers?
No. It retrieves estimates and reports contact data that may need review.
What happens when recipient details are missing?
The report should identify those details as unavailable rather than guessing them.
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.
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.
Addressfinder and Agiled, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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