Gather billing records before the review
Search for files using available billing and client details so supporting records are easier to bring into a review.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Search File or Folder
Find files and folders by name or content.
Why this helps
Billing reviews take longer when supporting records must be searched for one client or invoice at a time.
- Find likely support files before a billing review.
- Reduce manual searches across client folders.
- Make review preparation more focused.
Setup
Build it in a few focused steps.
- 1Connect Agiled and Dropbox once in the Notis portal.
- 2Create an automation and name it for billing records search.
- 3Tell Notis to identify billing items due for review and search Dropbox using available client, project, or invoice details.
- 4Choose a recurring schedule and select where run reports should go.
- 5Test with one real billing review item and verify the search results.
Questions about this workflow
Can the search confirm that a billing record is complete?
No. It can find likely files, but completeness criteria and any baseline must be supplied.
Does this change billing records?
No. The Dropbox action searches for files and the report presents matches for review.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agiled to Dropbox. A trigger fires from one place; an action lands in another.
Agiled triggers
Dropbox actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create file request
Create a file request so others can upload files to a folder.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Activate team folder
Reactivates an archived team folder.
Create folder
Create a folder to organize files.
Add file member
Create paper document
Create a Paper document from HTML or Markdown content.
Add file properties
Adds structured custom properties to a file.
Delete file or folder
Permanently delete a file or folder and all its contents.
Add tag to file or folder
Tags a file or folder; the tag is converted to lowercase.
Connect any two apps with Notis in the middle.
Agiled and Dropbox, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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