Create Agiled follow-up tasks for invoice exceptions
Give a flagged invoice a clear owner and next step in Agiled.
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
An invoice discrepancy can stall when nobody captures the investigation as a task.
- Turn an identified exception into a trackable task.
- Keep the issue and follow-up context together.
- Use supplied assignment and due-date details when available.
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 task for each supplied invoice exception using provided task details.
- 4Pick the webhook trigger and choose where run reports go.
- 5Test with one real exception example.
Questions about this workflow
Does Affinda decide what counts as an exception?
The workflow needs an exception identified in the supplied data or defined in your instruction. It should not invent a comparison baseline.
What if no assignee or due date is supplied?
Provide those details if required for your task process. Notis should flag missing required information instead of guessing.
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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