Review estimates with the sales context nearby
Make estimate reviews easier by gathering the relevant client and sales details in one report.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Estimates
Retrieves estimates.
Why this helps
Estimate reviews can require switching tools to reconstruct the client and sales context.
- Review estimates alongside available AgencyZoom sales context.
- Summarize relevant details for human review.
- Identify missing information instead of assuming it.
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 select its name and report channel.
- 3Tell Notis to retrieve Agiled estimates, review them alongside available AgencyZoom client and sales context, and report evidence-supported observations.
- 4Choose the notis_cron trigger and select where run reports go.
- 5Test with one real estimate and review the summary for accuracy.
Questions about this workflow
Can this tell whether an estimate was accepted?
Only if acceptance status is included in the available information. The workflow should report when that evidence is missing.
Does the workflow change estimate details?
No. The selected action retrieves estimates and this workflow produces a review report.
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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