Keep every Agile CRM deal moving in Agiled
Send deal context to Notis and get a practical next step into your Agiled task list.
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
Promising deals stall when the next action stays buried in CRM notes or a busy founder's memory.
- Capture a concrete next action while deal context is fresh
- Reduce manual re-entry between CRM and project work
- Make follow-up ownership and timing easier to see
Setup
Build it in a few focused steps.
- 1Connect Agile CRM and Agiled once in the Notis portal.
- 2Create an automation and describe how deal updates should become Agiled follow-up tasks.
- 3Pick the Notis webhook trigger and choose where run reports should go.
- 4Send a webhook request containing one real Agile CRM deal update to test the result.
Questions about this workflow
What starts this workflow?
An HTTP request to the Notis webhook starts it. Include the Agile CRM deal details needed to identify a useful next step.
Will it copy every CRM field into Agiled?
No. Notis uses the supplied context to create a focused task with the details needed to act.
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
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.