Add useful context to invoice follow-ups
Before following up, check whether relevant industry news may help explain the customer's current context.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Search News Articles
Retrieves news articles matching a search and filters.
Why this helps
Following up on invoices can feel disconnected from what is happening in a customer's market.
- Search current news using customer or industry context in the request.
- Get a short report to review before following up.
- Avoid searching manually across multiple sources.
Setup
Build it in a few focused steps.
- 1Connect Agiled and Currents api once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3In one instruction, ask Notis to search for relevant customer or industry news using the webhook context.
- 4Choose the webhook trigger and where run reports should go.
- 5Test with one real invoice follow-up context.
Questions about this workflow
Does this send or change an invoice?
No. It searches news and gives you a report to consider before your follow-up.
What context should the request contain?
Include the customer or industry details you want used for the search.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agiled to Currents api. A trigger fires from one place; an action lands in another.
Agiled triggers
Currents api actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
List Latest News
Retrieves the latest news articles.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Activities Watch
Starts real-time notifications for activity in workplace apps.
Get Entity Usage Reports
Retrieves usage statistics for a workplace entity on a specific date.
List Users
Lists users in a workplace domain or retrieves the latest news articles.
Search News Articles
Retrieves news articles matching a search and filters.
Connect any two apps with Notis in the middle.
Agiled and Currents api, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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No card. Works with personal or business Currents api.