Give qualified prospect research a next step
Capture why a prospect fits and make the follow-up visible in Agiled.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Task
Creates a new task.
Why this helps
Prospect research loses momentum when findings and follow-up live in separate places.
- Carry qualification evidence into the task.
- Create follow-up only for prospects that meet your stated criteria.
- Keep the next action easy to find in Agiled.
Setup
Build it in a few focused steps.
- 1Connect AgentQL and Agiled once in the Notis portal.
- 2Create an automation through Automations, New Automation.
- 3In one instruction, define a qualified prospect and describe the task to create from available evidence.
- 4Pick a webhook trigger and select where run reports go.
- 5Test with one real prospect research result.
Questions about this workflow
Does this create a CRM contact?
No. The selected Agiled action creates a task. This workflow records prospect research as follow-up work.
Can it qualify prospects?
It can apply criteria you describe to the information AgentQL returns. Provide any criteria or context that the pages do not contain.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agentql to Agiled. A trigger fires from one place; an action lands in another.
Agentql 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.
Agentql and Agiled, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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