Keep campaign opportunities visible in your deal review
Get a regular view of Agiled deals that may need a campaign-related next step.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Deals
Retrieves deals.
Why this helps
Founders can lose sight of which open opportunities need timely outreach after campaign activity.
- See deal records in a recurring review.
- Surface missing follow-up information for human review.
- Reduce context switching between campaign planning and CRM.
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 deal review outcome and ask Notis to flag campaign-related follow-ups using available deal data.
- 4Choose a recurring schedule and select where run reports should go.
- 5Test with one real run and review the returned deals.
Questions about this workflow
Does this read AimTell campaign history?
The listed action retrieves Agiled deals. Include any AimTell campaign context you want considered, since no AimTell trigger or history retrieval action is provided.
Can Notis determine which deal is campaign-related?
Only when the returned deal data or your instruction provides enough context. Missing campaign history or attribution must be supplied.
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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