Check parsed contracts against Agiled projects
See which contract details may need a project record before commitments slip through.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Projects
Retrieves projects.
Why this helps
Signed work can be hard to track when the contract and project list are reviewed separately.
- Compare supplied contract information with Agiled projects.
- Surface likely project setup gaps for follow-up.
- Keep the workflow focused on review when details are ambiguous.
Setup
Build it in a few focused steps.
- 1Connect Affinda and Agiled once in the Notis portal.
- 2Create an automation in Automations, New Automation, or tell Notis what to do from any channel.
- 3In one instruction, ask Notis to review supplied contract details against Agiled projects and report possible missing projects.
- 4Pick a recurring schedule and choose where run reports go.
- 5Test with a known contract and project example.
Questions about this workflow
Will Notis automatically create projects for every unmatched contract?
This workflow reports possible gaps. Use the project creation action in a separate workflow when project details are ready.
What information does the review need?
Supply contract details from Affinda and enough identifying information to compare them with Agiled projects.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Affinda to Agiled. A trigger fires from one place; an action lands in another.
Affinda 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.
Affinda and Agiled, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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