Review project time with client context in view
Understand the work logged to a project with the related agency context nearby.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Timesheets
Retrieves timesheets for a project.
Why this helps
Time entries are harder to interpret when the client or policy work behind a project is not at hand.
- Review project timesheets alongside available client context.
- Summarize time entries in a readable report.
- Call out missing project ids or comparison baselines.
Setup
Build it in a few focused steps.
- 1Connect AgencyZoom and Agiled once in the Notis portal.
- 2Create an automation through Automations, New Automation, and choose a name and report channel.
- 3Ask Notis to retrieve timesheets for the supplied Agiled project id and summarize them with available AgencyZoom client context, noting any missing baseline.
- 4Pick the notis_cron trigger and choose where run reports should go.
- 5Test with one real project id and check the returned report.
Questions about this workflow
What is needed to retrieve timesheets?
The action description requires a valid project id. Supply it in the instruction or ensure it is available to the automation.
Can it flag unusually high hours?
Only when you provide a baseline or comparison rule, or the source data includes one. Without that, it can summarize recorded time but should not label it unusual.
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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