Give AgencyZoom client issues a clear home in Agiled
Capture a client issue as a ticket your team can track and resolve.
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
Service concerns can be hard to track when client context and issue handling live in different places.
- Give client issues a trackable ticket.
- Include the supplied client and policy context.
- Surface missing ticket details before attempting creation.
Setup
Build it in a few focused steps.
- 1Connect AgencyZoom and Agiled once in the Notis portal.
- 2Create a named automation from Automations, New Automation, and choose its report channel.
- 3Tell Notis to create an Agiled ticket from the issue details, using the supplied subject, message, priority, and user id, and to report missing required details.
- 4Select the notis_webhook trigger and choose where run reports go.
- 5Test with one real client issue and check the resulting ticket.
Questions about this workflow
Which details are needed to create a ticket?
The available action description calls for a subject, message, priority, and user id. Ensure these are available in the request or AgencyZoom information.
Can Notis assign an Agiled user based on a name?
The action requires a user id. If only a name is available, ask Notis to identify the missing id rather than assume a match.
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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