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Track emailed refund requests in Agiled

Give refund requests a clear place for review and follow-up by turning qualifying customer emails into Agiled tickets.

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

Refund requests can be delayed when they are buried in the inbox or depend on someone remembering to route them.

  • Keep refund requests visible in a ticket queue
  • Retain the customer's stated reason and context
  • Reduce manual sorting and re-entry

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 tell Notis from any channel.
  • 3Describe which messages count as refund requests and what context the ticket should capture.
  • 4Choose Agent Mail New Email Received and select a destination for run reports.
  • 5Test with one real refund request and review the created ticket.

Questions about this workflow

Does this issue refunds automatically?

No. This workflow creates a ticket for review. It does not issue a refund or make a policy decision.

Can it skip messages that only ask about a refund policy?

Tell Notis to distinguish a direct refund request from a general question and to flag unclear 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.

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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