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Notis

Validate Airtop relationship research with Agiled users

Before acting on a browser-researched name, check Agiled's user list for a likely match and review any ambiguity.

Trigger

Webhook received

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

Action

Get Users

Retrieves users.

Why this helps

A name found during browser research may be easy to confuse with an existing account user or contact.

  • Check supplied names against the Agiled user directory.
  • Reduce confusion when similar names appear in research.
  • Surface uncertain matches for confirmation.

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 user validation workflow.
  • 3In one instruction, tell Notis to compare the names and details you submit from Airtop with Agiled users and report likely matches or ambiguity without changing records.
  • 4Choose the Notis webhook trigger and select where run reports should go.
  • 5Test with one real relationship research record.

Questions about this workflow

Does this check the Agiled contacts list too?

No. This workflow retrieves users. Contacts are a separate available action and may contain different records.

Will a matching name prove the person is the same?

No. Treat a name match as a lead for confirmation, especially if other identifying details are missing.

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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