Track every diligence request as a task
Capture the request, the promised next step, and any deadline. Notis can turn that context into a task in Agiled.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Task
Creates a new task.
Why this helps
Diligence requests often arrive alongside deal conversations and can get buried before someone follows through.
- Turn a concrete request into a trackable task.
- Keep the request's purpose in the task description.
- Include an owner or due date when you provide those details.
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 add a prompt for diligence task creation.
- 3Tell Notis to create an Agiled task from the request and follow-up details you provide.
- 4Choose the Notis webhook trigger and select where run reports should go.
- 5Test with one real diligence request and review the task in Agiled.
Questions about this workflow
Will Notis assign the task automatically?
Only when you provide an assignee that Agiled can recognize. Do not rely on Notis to infer an owner.
Can the workflow create several tasks from a long request?
You can ask Notis to create tasks for distinct, actionable items when the details are clear. Review the result for duplicates or missing information.
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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