Give each investor initiative a clear home in Agiled
When an Affinity relationship turns into a coordinated initiative, ask Notis to create a project so the work has a place to move forward.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Project
Creates a new project.
Why this helps
A promising investor initiative can stall when its coordination work has no project home.
- Create a project from a clear initiative description.
- Keep the project kickoff connected to the Affinity context you provide.
- Reduce setup friction before tasks are assigned.
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 project kickoff outcome.
- 3Tell Notis to create an Agiled project from the initiative details and dates you provide.
- 4Choose the Notis webhook trigger and select where run reports should go.
- 5Test with one real initiative and confirm the project details in Agiled.
Questions about this workflow
Does the workflow create tasks too?
No. It creates the Agiled project. You can include project details in your request, then create tasks in a separate run.
Where do project dates come from?
Provide the dates in the request or source context. Notis should not invent missing dates.
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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