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Notis

Turn customer issues into trackable Agiled tickets

Give an escalation a clear home, priority, and message instead of leaving it in a CRM note.

Trigger

Webhook received

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

Action

Create Ticket

Creates a new support ticket.

Why this helps

Customer problems can disappear between sales conversations and the team's support queue.

  • Give customer issues a dedicated place for follow-through
  • Carry useful context into the support queue
  • Help teams spot urgency from the reported issue

Setup

Build it in a few focused steps.

  • 1Connect Agile CRM and Agiled once in the Notis portal.
  • 2Create an automation that turns qualifying issue details into an Agiled ticket.
  • 3Select the Notis webhook trigger and choose a report channel.
  • 4Send one real escalation with the required subject, message, priority, and Agiled user ID to test.

Questions about this workflow

What information should the webhook request include?

Include enough context to produce the ticket subject and message, plus the priority and Agiled user ID required by the action.

Can it decide whether an issue is an escalation?

Yes. Describe the escalation criteria in the automation instruction and provide the relevant issue details in the request.

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.

TriggerScheduled

Create Expense

Creates a new expense.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Create Project

Creates a new project.

ActionInstant

Create Task

Creates a new task.

ActionInstant

Create Ticket

Creates a new support ticket.

ActionInstant

Get Contacts

Retrieves contacts.

ActionInstant

Get Currencies

Retrieves the available currencies.

ActionInstant

Get Deals

Retrieves deals.

ActionInstant

Get Employees

Retrieves employees.

ActionInstant

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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