Route investor requests into your Agiled support queue
Keep requests from getting lost in deal conversations. Give Notis the request details and create a ticket your team can work from.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Ticket
Creates a new support ticket.
Why this helps
Investor requests can sit in relationship notes without entering the team's issue or support queue.
- Move a clear request into the Agiled ticket list.
- Preserve the request message for the team handling it.
- Use the priority and user details you provide.
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 creation outcome.
- 3Tell Notis to create an Agiled ticket using the subject, message, priority, and user id you provide.
- 4Choose the Notis webhook trigger and select where run reports should go.
- 5Test with one real request and confirm the ticket in Agiled.
Questions about this workflow
What details are required for ticket creation?
Provide the subject, message, priority, and user id required by the Agiled action.
Can Notis determine the user's Agiled id from the Affinity contact?
Do not assume it can. Supply a valid user id or confirm it through a separate Agiled 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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