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Notis

Review Agiled invoices with Adrapid billing context

Keep campaign billing checks anchored to the source export.

Trigger

Recurring schedule

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

Action

Get Invoices

Retrieves invoices.

Why this helps

Invoice reviews take longer when campaign references are missing.

  • Adds source context to invoice reviews
  • Reduces manual searching
  • Creates consistent review reports

Setup

Build it in a few focused steps.

  • 1Connect Adrapid and Agiled once.
  • 2Create a scheduled automation stating that the supplied Adrapid export contains billing or campaign references for the invoice review.
  • 3Pick a recurring trigger after the export is available.
  • 4Choose where reports go and test with one real billing export.

Questions about this workflow

Does this change invoice records?

No. It retrieves Agiled invoices for analysis only.

What if the Adrapid export has no billing reference?

Provide the missing reference or skip that run.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

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

Adrapid 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.

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

When this happens · Trigger

Do this · Action

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