Connect Agile CRM to Agiled
When something happens in Agile CRM, Notis takes the next step in Agiled. Describe what you want in plain English, or start from one of the examples below.
When this happens · Trigger
Do this · Action
Ways Notis can move work from Agile CRM to Agiled
Turn Agile CRM Deal Updates Into Agiled Follow-Ups
Convert an Agile CRM deal update into a focused Agiled task with the next step and due date.
Capture Contact Commitments as Agiled Tasks
Turn a commitment or promised follow-up from an Agile CRM contact interaction into an Agiled task.
Route Agile CRM Support Escalations to Agiled
Create an Agiled support ticket when an Agile CRM update contains a customer issue that needs team attention.
Start Agiled Projects From Qualified Opportunities
Create an Agiled project when an Agile CRM opportunity is ready for delivery planning.
Create Agiled Onboarding Tasks From CRM Handoffs
Turn customer onboarding requirements from an Agile CRM handoff into a clear Agiled task.
Turn Renewal Risks Into Agiled Recovery Tasks
Create a recovery task when Agile CRM context signals a renewal risk that needs follow-up.
Create Agiled Expenses From CRM Client Work
Create an Agiled expense from cost details attached to an Agile CRM client or opportunity update.
Turn Campaign Responses Into Agiled Next Steps
Create a follow-up task from a meaningful response or engagement detail provided from Agile CRM.
Review Stale Agile CRM Deals and Create Next Steps
On a schedule, review available Agile CRM deal context and create Agiled tasks for records that need a next action.
Supported Triggers and Actions
Notis builds workflows that link Agile CRM to Agiled. A trigger fires from one place; an action lands in another.
Agile CRM 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.
Four ways to start an automation.
A trigger is the event that kicks a workflow off. Notis supports four kinds: an event in a connected app, an inbound webhook, a recurring schedule, and soon, your own database.
Integration triggers
Fire when something happens inside a connected app. New Notion page, Stripe charge, Linear issue: any of 1,000+ apps can start a workflow.
Webhook triggers
A unique URL per workflow. Anything that can send an HTTP POST can start an automation, including no-code tools that speak webhooks.
Recurring triggers
Cron-style schedules run a workflow on the clock. Daily standups, hourly syncs, business-hours-only digests: the workhorse of Notis.
Database triggers
Watch a row, query, or threshold in your own database and fire the moment the data changes. Row inserted, value crosses a limit, query starts matching.
Classic automation breaks. AI adapts.
Same triggers and actions, smarter middle. AI handles the fuzziness that breaks traditional Zapier-style workflows the moment a field gets renamed.
Describe it. Notis builds it.
Skip the visual builder. Tell Notis what you want, in plain English. It writes the workflow, you review and deploy.
You · in the Notis Builder
NEW“When a row gets added to the Q4 OKRs Notion database and the status is Blocked, send a Telegram message to the owner with a summary of what's blocking, and ping me if there's no reply within 24 hours.”
Notis built this automation:
Watch every run.
Notis Desktop is Mission Control for your AI automations. See every run, replay, edit, or rewind. Set approval gates so Notis pauses before destructive actions.
- Full run history with inputs, outputs and traces
- Replay any run with edited inputs
- Approval inbox, confirm via chat in one tap
- Audit logs for compliance teams
Automations
Inbox
Migrate background jobs to a durable queue You can cancel it through Stripe
3 daysNotis v3 release update This one’s v3: Notis Manager (desktop app with …
8 daysAdd multi-tenant RBAC User initiates a voice call
13 daysDraft pricing v (tiers, limits, overages) and sanity-check margins
2 weeksVerify analytics events for new features That’s a really interesting automat…
1 monthEverything in the box.
Whatever starts the workflow, the platform underneath is the same: a thinking brain, full visibility, and you in control.
AI in the middle
Every step can include an LLM call: summarise, classify, extract, rewrite.
Full observability
Every run, every step, every input, all replay-able from Mission Control.
Human in the loop
Pause for approval. Notis pings you in chat with one-tap approve.
Self-healing
When an API changes shape, Notis adapts the parser. Less midnight fire-fighting.
More ways to connect Agile CRM and Agiled
Connect any two apps with Notis in the middle.
Agile CRM and Agiled, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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