Create Agiled tickets for invoice questions
Give invoice questions a clear place to land so your team can answer them.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Ticket
Creates a new support ticket.
Why this helps
Questions attached to invoices can get lost between finance documents and support follow-up.
- Capture invoice questions as support tickets.
- Keep the issue available for team follow-up.
- Check for required ticket details 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 ticket from supplied invoice question details and flag missing required information.
- 4Pick the webhook trigger and choose where run reports go.
- 5Test with one real invoice question.
Questions about this workflow
What ticket information needs to be included?
Supply a subject, message, priority, and user ID for the Agiled ticket.
Can this answer the invoice question too?
The listed action creates a ticket. Your instruction can include a summary of the issue, but the action does not itself resolve it.
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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