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Notis

Check available Agiled currencies for campaign planning

See which currencies are available before campaign and pricing discussions move ahead.

Trigger

Recurring schedule

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

Action

Get Currencies

Retrieves the available currencies.

Why this helps

A pricing plan can be ready while the CRM's available currency options remain unchecked.

  • Retrieve available currency options from Agiled.
  • Compare the list with market context you supply.
  • Spot when a requested currency is not in the returned options.

Setup

Build it in a few focused steps.

  • 1Connect Agility CMS and Agiled once in the Notis portal.
  • 2Create an automation in Automations, New Automation, or tell Notis from any channel.
  • 3In one instruction, ask Notis to retrieve Agiled currencies and check them against the market or pricing context you provide from Agility CMS.
  • 4Choose the notis_cron trigger and set the schedule for your planning cycle.
  • 5Choose a report channel, then test with one real market or pricing example.

Questions about this workflow

Will this convert prices?

No. The listed action retrieves available currencies; it does not provide a currency conversion action.

Does the CMS trigger this lookup?

No. Agility CMS has no listed trigger events in this package. The workflow uses a Notis schedule and supplied context.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

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

Agility cms triggers

Agiled actions

Recurring trigger

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

TriggerScheduled

Create Expense

Creates a new expense.

ActionInstant

Webhook trigger

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

TriggerInstant

Create Project

Creates a new project.

ActionInstant

Create Task

Creates a new task.

ActionInstant

Create Ticket

Creates a new support ticket.

ActionInstant

Get Contacts

Retrieves contacts.

ActionInstant

Get Currencies

Retrieves the available currencies.

ActionInstant

Get Deals

Retrieves deals.

ActionInstant

Get Employees

Retrieves employees.

ActionInstant

Connect any two apps with Notis in the middle.

Agility cms and Agiled, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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