Review sales deals alongside Agility CMS campaign plans
Connect the campaign story to the sales opportunities that may need a next step.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Deals
Retrieves deals.
Why this helps
Campaign plans and deal records can drift apart, leaving relevant opportunities without timely follow-up.
- Bring deal data into a regular campaign check-in.
- Surface potential matches for a closer human review.
- Keep suggested follow-ups visible in the report.
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 deals and summarize potential relevance to campaign context you provide from Agility CMS.
- 4Choose the notis_cron trigger and set a review schedule.
- 5Choose a report channel, then test with one real campaign and deal set.
Questions about this workflow
Will it know whether a campaign caused a deal?
Not unless the data includes that relationship. The report can identify possible relevance from supplied context, but should not claim attribution without evidence.
Does the workflow change deal records?
No. It retrieves deals and prepares a summary for review.
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.
Create Expense
Creates a new expense.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Project
Creates a new project.
Create Task
Creates a new task.
Create Ticket
Creates a new support ticket.
Get Contacts
Retrieves contacts.
Get Currencies
Retrieves the available currencies.
Get Deals
Retrieves deals.
Get Employees
Retrieves employees.
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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