Give client initiatives a project space in Agiled
Move a well-defined client initiative from conversation to an organized project.
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
Multi-step client work can begin without a shared place to track progress.
- Create a project when a client initiative needs coordinated work.
- Use the dates and status supplied in the request.
- Give follow-on work a project to reference.
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 set its name and report channel.
- 3In one instruction, ask Notis to create an Agiled project for a defined client initiative using only the available project details.
- 4Choose the notis_webhook trigger and select where reports should go.
- 5Test with one real initiative and check the created project.
Questions about this workflow
What project information should be supplied?
Provide the project details required by your Agiled setup, such as a name, start date, and status when applicable.
Will this create project tasks too?
No. This workflow creates a project. You can use a separate task workflow when specific tasks and their details are ready.
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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