Move qualified opportunities into delivery planning
When a deal is ready to become work, start its project with the context already in hand.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Project
Creates a new project.
Why this helps
Winning work can still stall while someone manually sets up its delivery home.
- Start delivery planning promptly after qualification
- Carry project context from the opportunity
- Reduce setup steps during sales handoff
Setup
Build it in a few focused steps.
- 1Connect Agile CRM and Agiled once in the Notis portal.
- 2Create an automation that creates a project only for opportunities meeting your readiness criteria.
- 3Pick the Notis webhook trigger and select where reports should go.
- 4Send one real qualified opportunity with the available project details to test.
Questions about this workflow
Does the workflow decide when a deal is ready?
Describe your readiness criteria in the instruction and include the relevant Agile CRM opportunity details in the request.
Does this also create tasks?
This workflow creates a project. Task creation would require a separate automation using the Agiled Create Task 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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