Bring invoice follow-up into campaign closeout
Include a concise invoice check in the routine that closes out campaign work.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Invoices
Retrieves invoices.
Why this helps
Campaign wrap-up can focus on delivery while billing follow-up slips to a later review.
- Add invoice visibility to a recurring closeout routine.
- Summarize invoice records using the data Agiled returns.
- Make billing follow-up easier to spot.
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 the invoice closeout review and what items to summarize from available invoice data.
- 4Choose a recurring schedule and select where run reports should go.
- 5Test with one real run and confirm the report is useful.
Questions about this workflow
Does this create invoices?
No. This workflow retrieves Agiled invoices for review; invoice creation is not among the listed actions.
Can it connect invoices to an AimTell campaign automatically?
Only if the invoice data or your instruction supplies a reliable campaign reference. No campaign attribution field is specified.
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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