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Notis

Match Airtop lead research with Agiled deals

Before you pursue a researched lead, check the Agiled deal list for likely matches and keep the relevant context together.

Trigger

Webhook received

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

Action

Get Deals

Retrieves deals.

Why this helps

A promising lead can be researched twice or missed when browser findings are disconnected from the CRM pipeline.

  • Check supplied lead findings against the current deal list.
  • Surface possible existing opportunities before starting duplicate work.
  • Get a concise review of likely matches and uncertainties.

Setup

Build it in a few focused steps.

  • 1Connect Airtop and Agiled once in the Notis portal.
  • 2Create an automation in Automations, New Automation, and name the lead review.
  • 3In one instruction, tell Notis to compare lead research you submit from Airtop with Agiled deals and report likely matches, potential gaps, and uncertain evidence without changing deals.
  • 4Choose the Notis webhook trigger and select where run reports should go.
  • 5Test with one real lead research brief and current Agiled deals.

Questions about this workflow

Does this workflow create or update deals?

No. The available action retrieves deals, so this workflow provides a match review only.

Can Notis search Airtop for leads?

Airtop trigger and search events are not listed. Submit the lead research findings to the Notis webhook.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link Airtop to Agiled. A trigger fires from one place; an action lands in another.

Airtop triggers

Agiled actions

Recurring trigger

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

TriggerScheduled

Create Expense

Creates a new expense.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Create Project

Creates a new project.

ActionInstant

Create Task

Creates a new task.

ActionInstant

Create Ticket

Creates a new support ticket.

ActionInstant

Get Contacts

Retrieves contacts.

ActionInstant

Get Currencies

Retrieves the available currencies.

ActionInstant

Get Deals

Retrieves deals.

ActionInstant

Get Employees

Retrieves employees.

ActionInstant

Connect any two apps with Notis in the middle.

Airtop and Agiled, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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