Keep quiet deals from quietly going cold
A recurring review can surface deals that need a next action and put that work into Agiled.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create Task
Creates a new task.
Why this helps
When deal reviews depend on memory, older opportunities can go untouched for too long.
- Create a regular review habit for aging opportunities
- Turn review findings into actionable tasks
- Reduce manual scanning for neglected deals
Setup
Build it in a few focused steps.
- 1Connect Agile CRM and Agiled once in the Notis portal.
- 2Create an automation that reviews available deal data and creates tasks for deals needing follow-up.
- 3Choose the Notis cron trigger and select a report destination.
- 4Set a recurring schedule and test against one real deal example.
Questions about this workflow
How does it know a deal is stale?
Specify the threshold and ensure the connected Agile CRM data includes the dates needed to apply it.
Does the workflow invent a follow-up date?
It should use a date only when the data or your instruction provides a grounded timing rule.
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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