Track emailed vendor issues in Agiled
Make vendor problems easier to follow by turning issue reports in Agent Mail into Agiled tickets with the relevant details.
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
Operational issues from suppliers can be overlooked when they arrive in the same inbox as routine correspondence.
- Give vendor problems a trackable record
- Retain the reported issue and context
- Separate operational work from routine email
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 vendor messages should create tickets and which details should be retained.
- 4Pick Agent Mail New Email Received and choose where run reports should go.
- 5Test with one real vendor issue email and inspect the created ticket.
Questions about this workflow
Can it ignore routine vendor invoices and notices?
Describe the operational issues to capture and tell Notis to skip routine billing or informational messages.
What if the email does not name the vendor clearly?
Instruct Notis to use only clear information from the email and flag unclear sender or vendor details 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
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Agiled.