Choose a valid Agiled owner for each deal follow-up
When the right owner is unclear, ask Notis to retrieve the Agiled user directory and help you select from real available users.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Get Users
Retrieves users.
Why this helps
A follow-up can stall when the proposed owner is unavailable or their account name is uncertain.
- Check the available Agiled users before assigning work.
- Reduce errors from guessed names or user ids.
- Keep ownership decisions grounded in the directory results.
Setup
Build it in a few focused steps.
- 1Connect Affinity and Agiled once in the Notis portal.
- 2Create an automation in Automations, New Automation, with a prompt for owner validation.
- 3Tell Notis to retrieve Agiled users and compare the results with the owner context you provide from Affinity.
- 4Choose the Notis webhook trigger and select where run reports should go.
- 5Test with one real owner question and verify the directory results.
Questions about this workflow
Does this workflow assign the task?
No. It retrieves users for selection and validation. Use the confirmed user in a separate task creation request.
Can Notis know who owns an Affinity relationship?
Only if the owner is included in the Affinity context you provide. The listed Agiled action returns users, not Affinity ownership.
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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