Start Agiled client projects from checked intake details
Move from client intake to a project setup with contact checks and project context together.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Project
Creates a new project.
Why this helps
Project setup can wait while teams verify intake information and re-enter the same details.
- Check the client contact details submitted with the intake.
- Create a project from supplied project information after checks complete.
- Keep intake details and verification results together for review.
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 check the submitted client contact details and create an Agiled project using the supplied project information.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one real client intake.
Questions about this workflow
Will this workflow invent project dates or status?
No. It uses project details supplied in the webhook request. Include the required information for your Agiled project setup.
Does it create project tasks too?
No. This workflow creates a project only. Tasks can be created through a separate automation when you have task details.
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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