Keep the right people in view for campaign work
Use a current user directory when you review who needs to be involved in campaign work.
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
Campaign plans can rely on stale assumptions about who has an account or should be involved.
- Use current user records in a recurring review.
- Make ownership and access questions visible.
- Reduce manual directory checks during campaign planning.
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 user directory review and supply any campaign roles or access context to consider.
- 4Choose a recurring schedule and select where run reports should go.
- 5Test with one real run and confirm the returned directory is useful.
Questions about this workflow
Does this change user access?
No. The available action retrieves users and cannot change access.
Can it infer who should work on a campaign?
Only if you supply the roles or requirements to compare against the returned user directory.
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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