Give Agiled invoice approvals a clear Dart next step
Keep invoice decisions from getting buried. When an Agiled update shows an approval is needed, make the review visible as a Dart task.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Task
Creates a new task in DART.
Why this helps
Invoice approvals can stall when the request is captured in one system and the reviewer works from another.
- Make approval work visible in the task system
- Include invoice context with the review request
- Reduce delays caused by overlooked approval steps
Setup
Build it in a few focused steps.
- 1Connect Agiled and Dart once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a clear name.
- 3Tell Notis: When an Agiled invoice update indicates that approval is needed, create a Dart review task with the available invoice details and decision needed.
- 4Choose the Notis webhook trigger and send relevant invoice updates to its endpoint.
- 5Choose a report channel, then test with one real invoice awaiting approval.
Questions about this workflow
Does this workflow approve or send invoices?
No. It creates a Dart task for a person to review the invoice and make the decision.
Can it include the amount and client?
If those details are available in the update, instruct Notis to include them in the task context.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agiled to Dart. A trigger fires from one place; an action lands in another.
Agiled triggers
Dart actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Add Task Comment
Adds a comment to a DART task.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Add Task Attachment From URL
Downloads a file from a URL and attaches it to a task asynchronously.
Add Task Time Tracking
Records time spent on a DART task.
Create Doc
Creates a new document in Dart.
Create Task
Creates a new task in DART.
Delete Doc
Moves a Dart document to the recoverable trash.
Delete Task
Moves a Dart task to the recoverable trash.
Get User Space Configuration
Retrieves workspace configuration, including available boards and statuses.
Connect any two apps with Notis in the middle.
Agiled and Dart, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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