See which customer issues still need a ticket
Compare reported CRM issues with the Agiled queue and keep possible gaps visible.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Tickets
Retrieves support tickets.
Why this helps
An issue mentioned in a customer record may never make it into the team's ticket queue.
- Spot issues that may not have a corresponding ticket
- Reduce repeated manual queue checks
- Keep support handoffs visible
Setup
Build it in a few focused steps.
- 1Connect Agile CRM and Agiled once in the Notis portal.
- 2Create an automation to compare available issue context with Agiled tickets and report possible gaps.
- 3Pick the Notis cron trigger and a report destination.
- 4Set a recurring schedule and test against one known issue and ticket.
Questions about this workflow
Does this create missing tickets?
This version retrieves tickets and reports possible gaps. Use a separate ticket workflow to create tickets from qualifying issues.
Can it confirm that two records are the same issue?
It can compare supplied identifiers or matching details, and should flag uncertain matches rather than assume.
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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