Connect deal follow-ups to market signals
Give your team a useful advertising context check during deal review, with tasks only where a next step is supported.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Deals
Retrieves deals.
Why this helps
Sales follow-ups may miss relevant market or competitor context when teams review deals separately from ad research.
- Bring relevant ad intelligence into deal follow-up.
- Create work only when the context supports a next step.
- Reduce manual switching between sales records and campaign research.
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 review available Agiled deals and Adyntel insights, creating tasks only when a clear, relevant follow-up is supported.
- 4Choose a recurring schedule and select where run reports should go.
- 5Test with one real deal and relevant insight, then review the task for accuracy.
Questions about this workflow
Will this change deal records?
No. The selected action creates Agiled tasks. The workflow does not update deals.
How does it know an insight relates to a deal?
The relationship must be supported by the available data or explained in your instruction. Notis should not invent a connection.
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
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Agiled.