Review invoice records with the relationship context in view
Make invoice reviews easier to interpret by pairing the Agiled invoice list with the relationship context you provide from Affinity.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Invoices
Retrieves invoices.
Why this helps
Invoice records and relationship history can live in separate places, making account reviews slower.
- Retrieve invoices for a recurring account review.
- Use supplied relationship context when summarizing records.
- Surface invoice items that merit a closer look.
Setup
Build it in a few focused steps.
- 1Connect Affinity and Agiled once in the Notis portal.
- 2Create an automation in Automations, New Automation, and describe the invoice review.
- 3Ask Notis to retrieve Agiled invoices and summarize them using the Affinity relationship context you provide.
- 4Choose a recurring schedule and select where run reports should go.
- 5Test with real invoice records and check the resulting summary.
Questions about this workflow
Does this workflow create or send invoices?
No. It retrieves Agiled invoices for review. It does not create or send them.
Can the workflow determine whether an invoice is overdue?
It can summarize fields returned by Agiled. Include any needed interpretation criteria and review the returned data.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Affinity to Agiled. A trigger fires from one place; an action lands in another.
Affinity 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.
Affinity 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.