Keep proposal follow-ups on your calendar
Put the next sales touchpoint where you will see it when the time comes.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
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.
Why this helps
A proposal follow-up date in the CRM can be missed when attention moves to other work.
- Make proposal follow-up dates visible in Google Calendar.
- Keep the client and proposal context with the reminder.
- Reduce reliance on remembering a CRM date later.
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 enter a name and prompt.
- 3In one instruction, ask Notis to use the specified Agiled proposal follow-up date to create a calendar event with the client context.
- 4Choose a webhook trigger and a report channel.
- 5Test with one real proposal record and confirm its date and event details.
Questions about this workflow
Does Agiled always have a proposal follow-up date?
The workflow needs a date from Agiled or your instruction. If the record has no follow-up date, ask Notis to report that instead of inventing one.
Can the reminder include a client name?
Yes, if the name is available in the Agiled record and you ask Notis to include it in the event.
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.
Insert Calendar into List
Inserts an existing calendar into the user's calendar list.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Update Calendar List Entry
Updates an existing entry on the user\'s calendar list.
Delete Calendar
Deletes a secondary calendar. use calendars.clear for clearing all events on primary calendars.
Update Calendar
Updates metadata for a calendar.
Clear Calendar
Clears a primary calendar. this operation deletes all events associated with the primary calendar of an account.
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.
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.
Create a calendar
Creates a new, empty google calendar with the specified title (summary).
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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No card. Works with personal or business Google Calendar.