Record agency expenses without re-entering the details
Turn a supplied expense record into an Agiled entry while keeping the reason and context close at hand.
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
Expense details can get separated from the client or policy work that explains them.
- Create an Agiled expense from supplied expense details.
- Retain the AgencyZoom-related context in the workflow request.
- Report missing information for review.
Setup
Build it in a few focused steps.
- 1Connect AgencyZoom and Agiled once in the Notis portal.
- 2Create an automation in Automations, New Automation, and choose its name and report channel.
- 3Tell Notis to create an Agiled expense from the provided details and identify any missing information before creation.
- 4Pick the notis_webhook trigger and choose where run reports go.
- 5Test with one real expense example and review the resulting record.
Questions about this workflow
Does AgencyZoom provide expense events for this workflow?
No AgencyZoom trigger events are listed. The workflow starts with a Notis webhook request containing the expense context.
Can Notis fill in missing amounts or categories?
Only use values available from the source details or supplied by you. Instruct Notis to report missing information instead of guessing.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agencyzoom to Agiled. A trigger fires from one place; an action lands in another.
Agencyzoom 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.
Agencyzoom and Agiled, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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