Review project categories for your Agility CMS launch plan
Make project planning easier by reviewing the categories already available in Agiled.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Project Categories
Retrieves project categories.
Why this helps
Teams can spend time debating project organization without first checking the categories they already have.
- See available project categories before planning new work.
- Compare category options with supplied launch context.
- Reduce repeated category searches during project setup.
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 project categories and summarize options relevant to the launch context you provide from Agility CMS.
- 4Choose the notis_cron trigger and set a planning schedule.
- 5Choose a report channel, then test with one real launch planning example.
Questions about this workflow
Does this create a project?
No. It retrieves project categories to support planning. Use the Create Project action in a separate workflow to create a project.
Can it invent a category if none fits?
No. It should report that no available category appears suitable rather than inventing one.
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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