Find customer issues without Agiled tickets
Catch document-based customer issues that may still need a ticket and a clear owner.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Tickets
Retrieves support tickets.
Why this helps
A customer issue captured in a document can be overlooked if nobody checks the ticket queue against it.
- Compare supplied customer issues with Agiled tickets.
- Surface possible requests that still need tracking.
- Keep the report focused on follow-up rather than automatic assumptions.
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 compare supplied customer issues with Agiled tickets and report possible unmatched requests.
- 4Pick a recurring schedule and choose where run reports go.
- 5Test with one issue known to have a ticket and one without.
Questions about this workflow
Does the workflow open tickets for unmatched issues?
No. This workflow retrieves tickets and reports possible gaps. Ticket creation is a separate action.
How does the workflow receive document issues?
Supply the Affinda-processed issue data to the scheduled run or make it available in the prompt context.
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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