See support issues in the context of key relationships
When a client or investor relationship matters to the response, add the relevant Affinity context to a scheduled Agiled ticket review.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Tickets
Retrieves support tickets.
Why this helps
Support queues may not show the relationship context needed to decide what needs a timely response.
- Get a recurring view of Agiled tickets.
- Use supplied relationship details to prioritize review.
- Summarize issues that need a response or escalation decision.
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 ticket review outcome.
- 3Ask Notis to retrieve Agiled tickets and assess them with the relevant Affinity relationship context you provide.
- 4Choose a recurring schedule and select where run reports should go.
- 5Test with real tickets and verify the report reflects the context accurately.
Questions about this workflow
Will this create or reply to tickets?
No. The available Agiled action retrieves tickets for review; it does not create or reply to them.
Can Notis infer relationship importance?
Provide the relationship context or prioritization criteria. Notis should not assume importance from missing 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
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