Keep project categories aligned with agency work
Review the categories available for project organization with the kinds of agency work your team handles.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Project Categories
Retrieves project categories.
Why this helps
Project categories can drift from the way teams describe and organize client work.
- Review available Agiled categories with AgencyZoom work context.
- Identify potential gaps for human assessment.
- Keep category decisions grounded in the information available.
Setup
Build it in a few focused steps.
- 1Connect AgencyZoom and Agiled once in the Notis portal.
- 2Create an automation from Automations, New Automation, and select its name and report channel.
- 3Tell Notis to retrieve Agiled project categories, review them with available AgencyZoom work context, and report possible organizational gaps for human review.
- 4Choose the notis_cron trigger and select where run reports should go.
- 5Test with one real category review and confirm the reported suggestions are grounded.
Questions about this workflow
Does this create or change categories?
No. The selected action retrieves project categories. The workflow produces a review report only.
Can it infer the agency's preferred categories?
Only from available records or rules you provide. Ask Notis to identify suggestions as hypotheses when the evidence is incomplete.
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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