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Notis

Find the calendar meeting tied to an Agiled client

Ask Notis to look for the client meeting while you are already working from the CRM context.

Trigger

Webhook received

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

Action

Find event

Finds events in a specified google calendar using text query, time ranges (event start/end, last modification), and event types; ensure `timemin` is not chronologically after `timemax` if both are provided.

Why this helps

Finding the right client meeting can mean switching apps and trying several search terms.

  • Search calendar events using client context from Agiled.
  • Reduce app switching when preparing for a client conversation.
  • Use a time range to narrow the search.

Setup

Build it in a few focused steps.

  • 1Connect Agiled and Google Calendar once in the Notis portal.
  • 2Create an automation in Automations, New Automation, and add a name and prompt.
  • 3In one instruction, ask Notis to identify the client in Agiled and search Google Calendar for matching events in a specified time range.
  • 4Choose a webhook trigger and a report channel.
  • 5Test with one real client record and confirm the returned event is the intended meeting.

Questions about this workflow

Will it find a meeting if the client name is not in the event?

It can search using available event text and query details, but it cannot reliably match an event that contains no identifying context.

Can I limit the search to a date range?

Yes. Include the desired range in your instruction so Notis can search within that window.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link Agiled to Google Calendar. A trigger fires from one place; an action lands in another.

Agiled triggers

Google Calendar actions

Recurring trigger

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

TriggerScheduled

Insert Calendar into List

Inserts an existing calendar into the user's calendar list.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Update Calendar List Entry

Updates an existing entry on the user\'s calendar list.

ActionInstant

Delete Calendar

Deletes a secondary calendar. use calendars.clear for clearing all events on primary calendars.

ActionInstant

Update Calendar

Updates metadata for a calendar.

ActionInstant

Clear Calendar

Clears a primary calendar. this operation deletes all events associated with the primary calendar of an account.

ActionInstant

Create Event

Creates an event on a google calendar, needing rfc3339 utc start/end times (end after start) and write access to the calendar. by default, adds the organizer as an attendee unless exclude organizer is set to true.

ActionInstant

Delete event

Deletes a specified event by `event id` from a google calendar (`calendar id`); this action is idempotent and raises a 404 error if the event is not found.

ActionInstant

Create a calendar

Creates a new, empty google calendar with the specified title (summary).

ActionInstant

Connect any two apps with Notis in the middle.

Agiled and Google Calendar, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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