Check parsed estimates against Agiled estimates
Keep estimate documents and Agiled estimate records aligned with a scheduled review.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Estimates
Retrieves estimates.
Why this helps
Estimate records can be difficult to reconcile when documents and the finance workspace are checked separately.
- Review estimates from documents alongside Agiled estimate records.
- Identify possible missing or overlapping records.
- Send an actionable list of cases to verify.
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 estimate details with Agiled estimates and report possible gaps or overlaps.
- 4Pick a recurring schedule and choose where run reports go.
- 5Test with one known estimate document and Agiled record.
Questions about this workflow
Will the workflow create or revise estimates?
No. The listed action retrieves Agiled estimates for a comparison report.
Can it identify a duplicate with certainty?
It can report possible overlaps when the supplied details support a comparison. A person should verify ambiguous matches.
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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