Keep Agiled user directory details easier to review
Surface possible issues in user contact details on a schedule, with each finding tied to information the apps actually return.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Users
Retrieves users.
Why this helps
Outdated or invalid directory details can make coordination and follow-up harder.
- Retrieve the Agiled user directory on a schedule.
- Check contact information Addressfinder supports and receives.
- Summarize potential issues for a person to follow up on.
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 users, check available contact details with Addressfinder, and summarize possible issues for review.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real run and review the summary.
Questions about this workflow
Does this change user records in Agiled?
No. The selected action retrieves users. The workflow produces a report for review.
What if a user has no email or phone in the returned data?
Notis should mark that information as unavailable in the report rather than infer a value.
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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