Make ad follow-up ownership easier to verify
Check the current Agiled user list when preparing ad insight follow-ups, so proposed assignments use a valid account user.
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
Choosing a task owner can slow down follow-up when teams are unsure who is available in the project system.
- Use a current Agiled user list when preparing follow-ups.
- Reduce assignment errors from outdated names.
- Keep ownership decisions grounded in your provided rules.
Setup
Build it in a few focused steps.
- 1Connect Adyntel and Agiled once in the Notis portal.
- 2Create an automation in Automations, New Automation, or tell Notis the outcome in plain language from any channel.
- 3Ask Notis to retrieve Agiled users and use your stated ownership rules when creating tasks from actionable Adyntel findings.
- 4Choose a recurring schedule and select where run reports should go.
- 5Test with one real finding and confirm any proposed owner exists in Agiled.
Questions about this workflow
Will Notis choose an owner without guidance?
No. Provide ownership rules or have it leave ownership unresolved for review.
Does this assign existing tasks?
No. The workflow can use the directory when preparing new task creation; it does not update existing tasks.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Adyntel to Agiled. A trigger fires from one place; an action lands in another.
Adyntel 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.
Adyntel and Agiled, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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