Prepare a more informed deal review
Bring your open deal list and prospect research into one concise review, with unknowns called out for follow-up.
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
Deal reviews take longer when account context has to be gathered from several places each time.
- Prepare deal context before a review meeting or planning session.
- Highlight where company information is missing.
- Keep research and current deal records together in a concise report.
Setup
Build it in a few focused steps.
- 1Connect Aeroleads and Agiled once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3Tell Notis to retrieve Agiled deals, research relevant available company details with Aeroleads, and summarize context and missing information without changing deal records.
- 4Pick a recurring schedule and choose where run reports go.
- 5Test with one real review cycle and check the source details in the report.
Questions about this workflow
Does this workflow update Agiled deals?
No. The selected Agiled action retrieves deals. The workflow prepares a report and does not claim to update records.
Can Aeroleads fill in missing deal history?
No. It can provide available prospect or company details; it cannot supply account history that neither app provides.
Can I choose which deals are reviewed?
Describe the criteria in your instruction. If the retrieved data does not include the information needed to apply them, Notis should identify that limitation.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Aeroleads to Agiled. A trigger fires from one place; an action lands in another.
Aeroleads 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.
Aeroleads and Agiled, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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