Turn verified lead submissions into Agiled follow-up tasks
New lead details arrive, get checked, and become a follow-up task your team can act on.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Task
Creates a new task.
Why this helps
Lead follow-up gets delayed when someone has to check contact details and remember to create a task.
- Check provided email, phone, and address details before follow-up.
- Put the lead context and check results into a task.
- Reduce the chance that a promising lead gets lost between tools.
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 lead details with Addressfinder and create an Agiled follow-up task with the lead context and results.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one real lead submission.
Questions about this workflow
Does Addressfinder find missing lead details?
It can validate and enrich data, but the workflow should only use information returned by Addressfinder or supplied in the webhook request. It cannot assume missing details.
What task details are required?
The request needs enough information for Agiled to create a task, including a title and any project or assignment details required by your Agiled setup.
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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