Compare parsed proposals with Agiled deals
Keep proposal follow-up visible by checking parsed documents against the Agiled deal list.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Deals
Retrieves deals.
Why this helps
Proposal status can be hard to track when document review and CRM review happen at different times.
- Review proposal data alongside current Agiled deals.
- Identify possible missing deal records or follow-up needs.
- Get a concise report without assuming proposal status.
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 proposal details with Agiled deals and report possible gaps or follow-up items.
- 4Pick a recurring schedule and choose where run reports go.
- 5Test with one proposal and its known deal record.
Questions about this workflow
Can the workflow determine whether a proposal was accepted?
Only if that status is included in the supplied information or Agiled data. Otherwise, it should report that status as unknown.
Does this update the deal?
No. The listed action retrieves deals, so the workflow provides a review report.
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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