Check estimates before committing campaign work
Bring estimates into your campaign planning rhythm so important details get reviewed before the work begins.
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
Campaign commitments can move ahead while related estimates remain unreviewed or unclear.
- Add estimates to a recurring planning review.
- Surface records that need confirmation from the available data.
- Keep planning and commercial follow-up in view together.
Setup
Build it in a few focused steps.
- 1Connect AimTell and Agiled once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3Describe what estimate details to review and provide any relevant campaign context.
- 4Choose a recurring schedule and select where run reports should go.
- 5Test with one real run and confirm the output supports your planning.
Questions about this workflow
Does this create or send estimates?
No. The available action retrieves estimate records for review.
Can it tie each estimate to a campaign?
Only when the returned estimate data or supplied context provides that relationship.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link AimTell to Agiled. A trigger fires from one place; an action lands in another.
AimTell 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.
AimTell and Agiled, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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