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Notis

Create Agiled projects from parsed contract details

Give Notis the contract details and the project context, then let it create the Agiled project.

Trigger

Webhook received

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

Action

Create Project

Creates a new project.

Why this helps

Project commitments can stay buried in signed documents while the team waits for a project record.

  • Turn parsed project information into an Agiled project.
  • Reduce repeated entry of contract details.
  • Catch missing project setup information before creation.

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 create an Agiled project from supplied contract details and identify any required details that are missing.
  • 4Pick the webhook trigger and choose where run reports go.
  • 5Test with one real contract example.

Questions about this workflow

Can Notis infer every project setting from a contract?

Only use details that are present in the supplied data or instruction. Provide required project details that the contract does not contain.

What starts the automation?

A Notis webhook starts it when an HTTP request supplies the contract data.

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.

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.

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

When this happens · Trigger

Do this · Action

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