Capture client costs while the context is fresh
Turn a cost mentioned in an opportunity or client update into an expense record in Agiled.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Expense
Creates a new expense.
Why this helps
Client-related costs can be forgotten when they remain in sales notes instead of expense records.
- Capture costs close to the conversation that surfaced them
- Keep expense records connected to client context
- Reduce later reconstruction of expense details
Setup
Build it in a few focused steps.
- 1Connect Agile CRM and Agiled once in the Notis portal.
- 2Create an automation that creates an expense only from supplied cost details.
- 3Choose the Notis webhook trigger and where run reports should go.
- 4Send one real client cost record with the details Agiled requires to test.
Questions about this workflow
Can it estimate an expense amount from a note?
It should use only an amount explicitly supplied in the request and report missing required details.
Does this workflow create an invoice?
No. It creates an Agiled expense using the available Create Expense action.
When this happens · Trigger
Do this · 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.
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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