Keep initiative expenses recorded alongside the work
When an investor initiative incurs a clear expense, send the details to Notis and record it in Agiled while the context is fresh.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Expense
Creates a new expense.
Why this helps
Small initiative expenses are easy to forget when the reason for the spend is only in relationship context.
- Record a defined expense in Agiled.
- Preserve initiative context in the expense description you provide.
- Reduce forgotten spend records after outreach or events.
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 write an expense capture prompt.
- 3Tell Notis to create an Agiled expense from the expense details and Affinity initiative context you provide.
- 4Choose the Notis webhook trigger and select where run reports should go.
- 5Test with one real expense and confirm the record in Agiled.
Questions about this workflow
Can Notis fill missing expense details?
Provide the required expense details and valid values. Notis should not invent amounts, dates, or categories.
Does this workflow retrieve currency options?
No. It creates the expense. If you need to check available currencies, use a separate Agiled currency lookup first.
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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