Put expense records in the context of agency work
See which expenses may need a closer look, with the available client or policy context nearby.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Expenses
Retrieves expenses.
Why this helps
Expense lists are easier to review when the agency work behind an item is clear.
- Review Agiled expenses alongside available AgencyZoom context.
- Summarize items that may warrant a closer look.
- Make missing client or policy context visible.
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.
- 3Ask Notis in one instruction to retrieve Agiled expenses, review them with available AgencyZoom context, and report supported observations and missing information.
- 4Choose the notis_cron trigger and choose where run reports should go.
- 5Test with a real sample and check that the report separates evidence from assumptions.
Questions about this workflow
Does this decide whether an expense is valid?
No. It summarizes available information for review and should not make unsupported accounting or policy decisions.
Can it match every expense to a client?
Only when the available records contain enough identifying context. Ask Notis to flag unmatched items rather than guess.
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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