Review client activity from Agiled in Databox
Make client follow-up easier to see across your work. Notis can send selected Agiled activity details to Databox for a regular review.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Push Data to Dataset (V1)
Pushes data points to a Databox dataset.
Why this helps
Client activity can be scattered across records, making it harder to spot who needs attention.
- Review selected client activity in one place.
- Make follow-up review more consistent.
- Use only activity details that Agiled returns.
Setup
Build it in a few focused steps.
- 1Connect Agiled and Databox once in the Notis portal.
- 2Create an automation and describe the client activity records to send to Databox.
- 3Choose a recurring schedule as the trigger.
- 4Choose where Notis should send run reports.
- 5Test with one real client record and confirm the Databox ingestion.
Questions about this workflow
What counts as client activity?
Specify the activity you want Notis to look for, such as available task or project updates. The workflow depends on data returned by Agiled.
Can this identify inactive clients?
Only when activity history and a time window are available. State the threshold in your instruction and validate it against a real record.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agiled to Databox. A trigger fires from one place; an action lands in another.
Agiled triggers
Databox actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Dataset
Creates a dataset in Databox.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Data Source
Creates a data source in Databox.
Delete Dataset
Permanently deletes a Databox dataset; this action cannot be undone.
Delete Data Source
Permanently deletes a Databox data source and its datasets; this action cannot be undone.
Get Dataset Ingestion Status
Checks the status of a Databox dataset ingestion.
List Accounts
Lists Databox accounts available to the authenticated user.
Push Data to Dataset (V1)
Pushes data points to a Databox dataset.
Connect any two apps with Notis in the middle.
Agiled and Databox, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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