Give every new customer handoff a next step
Turn onboarding context into one clear task so the team knows where to begin.
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
New customer details are easy to capture but harder to turn into an immediate, owned action.
- Translate handoff notes into actionable work
- Keep the first onboarding step visible
- Reduce repeated review of CRM notes
Setup
Build it in a few focused steps.
- 1Connect Agile CRM and Agiled once in the Notis portal.
- 2Create an automation that turns onboarding requirements into a specific Agiled task.
- 3Choose the Notis webhook trigger and a run-report destination.
- 4Send a real onboarding handoff through the webhook to test the task details.
Questions about this workflow
Can one handoff create multiple checklist tasks?
The selected action creates one task per run. Use a separate workflow or instruction strategy if you need multiple tasks.
What if the handoff is missing important details?
Tell Notis to use only supplied information and report missing details instead of inventing them.
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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