Bring sales notes and Agiled deals into one snapshot
Scan the pipeline and its supporting notes in one concise report before you decide what to follow up on.
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
Sales context can be split between notes and deal records, making preparation for follow-up harder than it needs to be.
- Reduce time spent preparing a pipeline review.
- Bring related notes and deal records into one view.
- Call out missing or unclear follow-up details.
Setup
Build it in a few focused steps.
- 1Connect AnyDB and Agiled once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3Tell Notis which AnyDB sales notes to review alongside Agiled deals and what to include in the summary.
- 4Choose a recurring schedule and a report channel.
- 5Test with a real set of notes and deals and verify the summary.
Questions about this workflow
Does this workflow update deal records?
No. It retrieves deals and summarizes them with the selected AnyDB notes.
Can it recommend a next step?
Yes, if you ask for suggestions based on the available records. Treat inferred recommendations as suggestions to review.
What if the notes do not identify a deal?
Tell Notis to flag notes it cannot confidently associate with a deal.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link AnyDB to Agiled. A trigger fires from one place; an action lands in another.
AnyDB 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.
AnyDB and Agiled, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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