Check Agiled users while planning Agility CMS campaign ownership
Make it easier to find the right Agiled user when campaign ownership needs a decision.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Users
Retrieves users.
Why this helps
A clear owner can be hard to identify when the campaign plan and user directory are in separate places.
- Retrieve the Agiled user directory for a planning review.
- Compare directory details with ownership needs you provide.
- Call out when a suitable user cannot be identified.
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 users and identify possible matches to ownership needs you provide from Agility CMS campaign planning.
- 4Choose the notis_cron trigger and set a planning review schedule.
- 5Choose a report channel, then test with one real ownership question.
Questions about this workflow
Is this the same as retrieving employees?
The available Agiled actions list employees and users separately. This workflow uses Get Users to retrieve the user directory.
Will it choose an owner automatically?
It can report a possible match when the information supports one, but the final ownership choice remains with your team.
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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