Review project progress against your Agility campaign calendar
Get a concise view of active projects and the campaigns they support.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Projects
Retrieves projects.
Why this helps
Campaign plans and project status live in separate systems, making it easy to miss an approaching launch.
- Bring project status into a regular planning review.
- Compare projects with campaign information supplied from the CMS.
- Surface missing context before a launch check-in.
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 projects and summarize status against the Agility campaign context you provide.
- 4Choose the notis_cron trigger and set the review schedule.
- 5Choose a report channel, then test with one real campaign and project set.
Questions about this workflow
Can the workflow read the Agility CMS calendar by itself?
The source app description does not provide trigger events or specify a calendar-reading action. Supply the campaign context to the scheduled automation.
What if there is no matching project?
Ask Notis to call out campaigns with no evident matching project rather than infer that a project exists.
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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