Review agency projects with client context close by
Bring the client and policy context into a project review without searching both tools by hand.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Projects
Retrieves projects.
Why this helps
Project reviews can miss useful client context when the work is tracked separately from agency records.
- Review Agiled projects with available AgencyZoom context.
- Create a concise, evidence-based summary for the team.
- Flag uncertain or unmatched records for confirmation.
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 set its name and report channel.
- 3Tell Notis to retrieve Agiled projects, review available matching AgencyZoom client or policy context, and summarize useful context with uncertainties clearly identified.
- 4Choose the notis_cron trigger and select where run reports should go.
- 5Test with one real project and verify the client context before relying on the summary.
Questions about this workflow
Will it match projects and clients automatically?
It can use identifiers or details available in the records. Ask it to mark uncertain matches for confirmation rather than treating a name similarity as proof.
Does this update project records?
No. The selected action retrieves projects for 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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