Make month-end record review easier to start
Gather the records that deserve a closer look before month-end gets busy.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Visual SQL SELECT
Read rows from a database table.
Why this helps
Month-end reviews take longer when relevant records are scattered and review criteria are unclear.
- Gather relevant records through an existing SELECT function.
- Summarize against criteria you provide.
- Keep the review focused on items requiring attention.
Setup
Build it in a few focused steps.
- 1Connect Agiled and Appdrag once in the Notis portal.
- 2Create an automation in Automations, New Automation, or describe it to Notis from any channel.
- 3Tell Notis to read the relevant Appdrag records and prepare a month-end review using your stated criteria and Agiled context.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real month-end example.
Questions about this workflow
Will the workflow calculate accounting totals?
Only if the Appdrag function returns the required data and you specify the calculation; this workflow is framed as a record review.
Can it run monthly?
Yes. Choose a recurring schedule that fits your month-end timing.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agiled to Appdrag. A trigger fires from one place; an action lands in another.
Agiled triggers
Appdrag actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Execute Cloud Backend function via DELETE
Executes a cloud backend function in the default environment.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Execute Preprod Function (DELETE)
Executes a backend function in the preproduction environment for testing or validation.
Execute PROD API Function (GET)
Executes a backend function in the production environment.
Execute Dev Function (PATCH)
Executes a backend function in the development environment.
Execute Cloud Backend function via POST
Executes a cloud backend function in the default environment.
Execute Function POST (Preprod Env)
Executes a cloud backend function in the preproduction environment.
Execute Cloud Backend function via PUT (default)
Executes a cloud backend function in the default environment.
Execute Cloud Backend function via PUT (preprod)
Executes a cloud backend function in the preproduction environment.
Connect any two apps with Notis in the middle.
Agiled and Appdrag, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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