Create Agiled projects from parsed statements of work
Move approved work from a statement of work into a project your team can manage.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Project
Creates a new project.
Why this helps
A signed scope can wait for someone to re-enter it before work gets organized.
- Create a project from supplied scope details.
- Reduce delay between document processing and project setup.
- Identify missing project information before creating the record.
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 project from supplied statement of work details and report missing requirements.
- 4Pick the webhook trigger and choose where run reports go.
- 5Test with one approved statement of work.
Questions about this workflow
Can a statement of work provide every Agiled project detail?
Not necessarily. Include required project details that are not present in the extracted document data.
Does this workflow create tasks too?
No. It creates the Agiled project. Task creation uses a separate Agiled action.
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
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Agiled.