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Notis

Give every qualified lead a next step

Send a lead to Notis and turn the useful details into an Agiled follow-up task, ready for your team to 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

Promising prospects get lost when research, qualification, and follow-up happen in separate tools.

  • Reduce manual prospect research and task entry.
  • Keep qualified leads connected to a concrete follow-up.
  • Give your team a concise summary of the prospect and why they fit.

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 enrich each submitted lead with Aeroleads and create an Agiled task with a concise prospect summary and recommended follow-up.
  • 4Pick the webhook trigger and choose where run reports go.
  • 5Test with one real lead and review the task details.

Questions about this workflow

What starts this workflow?

An HTTP request to the Notis webhook starts it. Aeroleads has no listed trigger events.

What does the automation put in Agiled?

It creates a task with a concise lead summary and a recommended follow-up, based on the submitted details and Aeroleads results.

Can it assign the task automatically?

Describe assignment preferences in your instruction. Provide any required Agiled user or project details if Notis cannot determine them from available data.

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.

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.

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

When this happens · Trigger

Do this · Action

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