Review estimates alongside upcoming Agility CMS campaigns
Keep proposed work visible as your next campaigns take shape.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Estimates
Retrieves estimates.
Why this helps
Estimates can sit in the CRM while campaign plans move forward without a shared review.
- See estimate records in a concise recurring report.
- Bring upcoming campaign context into commercial planning.
- Spot pending estimates that may need a human follow-up.
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 estimates and summarize those potentially relevant to campaign plans you provide from Agility CMS.
- 4Choose the notis_cron trigger and set a schedule that suits your planning cycle.
- 5Choose a report channel, then test with one real campaign plan and estimate set.
Questions about this workflow
Can it tell whether an estimate was accepted?
Only if the retrieved estimate details include that status. The workflow should report what the data provides.
Does it create or send estimates?
No. The available action retrieves estimates for reporting.
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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