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Notis

Create an Agiled project from an Agility CMS launch brief

Give every launch brief a project home before the work starts scattering across tabs.

Trigger

Webhook received

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

Action

Create Project

Creates a new project.

Why this helps

A launch brief is ready in the CMS, but someone still has to turn it into a trackable project.

  • Start launch planning without re-entering the brief by hand.
  • Keep the original CMS context available to the automation.
  • Give the team one place to organize launch tasks.

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 create an Agiled project from the submitted Agility launch brief and use only project details present in the brief.
  • 4Choose the notis_webhook trigger and specify that an HTTP request will carry the launch brief context.
  • 5Choose a report channel, then test with one real launch brief.

Questions about this workflow

Does Agility CMS provide a native trigger for this workflow?

No. Use a Notis webhook so an HTTP request can start the automation with the relevant brief context.

Will Notis invent missing project dates or status?

The instruction should tell Notis to use details in the brief and leave unavailable details out or ask for them.

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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