Track client revision requests as Agiled tasks
Move requested changes from the email thread into Agiled, where the work can be reviewed and followed through.
Trigger
New Email Received
Trigger for new emails in an AgentMail inbox
Action
Create Task
Tool to create a new task in agiled. use when you have all task details and want to add it to your project board. example: "create a task titled 'draft specs' for project 45, assigned to user 7, priority normal, due date 2025-11-05."
Why this helps
Client revisions often get lost in long threads or remembered only after someone rereads the inbox.
- Give each clear revision request a task
- Keep requested changes visible outside the inbox
- Reduce rereading long email threads
Setup
Build it in a few focused steps.
- 1Connect Agent Mail and Agiled once in the Notis portal.
- 2Create an automation through Automations, New Automation, or by telling Notis from any channel.
- 3Describe what counts as a client revision and which request details to retain in the task.
- 4Pick Agent Mail New Email Received as the trigger and choose a report destination.
- 5Test with one real revision email and review the resulting task.
Questions about this workflow
Will this create multiple tasks from one email?
Specify whether each distinct requested change should become its own task or whether one task should summarize the email.
Can it handle an email that only discusses a possible change?
Tell Notis to create tasks only for confirmed requests and to flag uncertain or exploratory messages for review.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agent mail to Agiled. A trigger fires from one place; an action lands in another.
Agent mail triggers
Agiled actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Expense
Tool to create a new expense in agiled. use after gathering expense details and authenticating with your api key.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Project
Tool to create a new project in agiled. use when you have collected all project details and need to set up the project before assigning tasks. example: "create a new project named website redesign with start date 2023-09-01 and status in progress."
New Email Received
Trigger for new emails in an AgentMail inbox
Create Task
Tool to create a new task in agiled. use when you have all task details and want to add it to your project board. example: "create a task titled 'draft specs' for project 45, assigned to user 7, priority normal, due date 2025-11-05."
Create Ticket
Tool to create a new support ticket in agiled. use after gathering all required ticket details (subject, message, priority, user id).
Get Contacts
Tool to retrieve a list of all contacts. use after configuring the api key to fetch contacts with optional pagination or search filters.
Get Currencies
Tool to list currencies. use when you need to fetch available currency options after authentication.
Get Deals
Tool to retrieve a list of all deals. use after confirming your api key to list all deals for crm reporting.
Get Employees
Tool to retrieve a list of all employees. use when you need up-to-date employee directory from agiled.
Connect any two apps with Notis in the middle.
Agent mail and Agiled, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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