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Notis

Track email access requests in Agiled

Access requests can trigger several follow-up steps. Notis can create an Agiled ticket so the request is easier to review and complete.

Trigger

New Email Received

Trigger for new emails in an AgentMail inbox

Action

Create Ticket

Tool to create a new support ticket in agiled. use after gathering all required ticket details (subject, message, priority, user id).

Why this helps

Permission requests can delay work when they are mixed into email and no one has a clear reminder to handle them.

  • Give access requests a visible follow-up record
  • Retain the requested resource and reason
  • Reduce overlooked permission requests

Setup

Build it in a few focused steps.

  • 1Connect Agent Mail and Agiled once in the Notis portal.
  • 2Create a new automation in the portal or tell Notis from any channel.
  • 3Describe which access requests qualify and ask Notis to retain the requested access and context.
  • 4Choose Agent Mail New Email Received as the trigger and pick a report destination.
  • 5Test with one real access request email and review the ticket.

Questions about this workflow

Does this grant access automatically?

No. The workflow creates a ticket for review and does not change permissions.

Can it handle requests that omit the resource?

Instruct Notis to flag requests that do not identify the resource, rather than guessing.

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.

TriggerScheduled

Create Expense

Tool to create a new expense in agiled. use after gathering expense details and authenticating with your api key.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

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."

ActionInstant

New Email Received

Trigger for new emails in an AgentMail inbox

TriggerPolling

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."

ActionInstant

Create Ticket

Tool to create a new support ticket in agiled. use after gathering all required ticket details (subject, message, priority, user id).

ActionInstant

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.

ActionInstant

Get Currencies

Tool to list currencies. use when you need to fetch available currency options after authentication.

ActionInstant

Get Deals

Tool to retrieve a list of all deals. use after confirming your api key to list all deals for crm reporting.

ActionInstant

Get Employees

Tool to retrieve a list of all employees. use when you need up-to-date employee directory from agiled.

ActionInstant

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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