See which service cases may need ticket follow-up
Bring the case register and ticket queue into one short review that helps you decide what needs attention.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Tickets
Retrieves support tickets.
Why this helps
Issues can sit in a case register without a clear indication that someone has opened or followed up on a ticket.
- Spot service cases without an obvious matching ticket.
- Review possible open ticket follow-ups in one report.
- Keep uncertain matches visible for a person to decide.
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 service cases to compare with Agiled tickets and how to summarize likely gaps.
- 4Choose a recurring schedule and where run reports should go.
- 5Test with real cases and tickets and inspect uncertain matches.
Questions about this workflow
Does this workflow open tickets?
No. It compares records and reports likely follow-ups. Use a separate webhook workflow to create a ticket from a complete case.
Can it resolve ambiguous matches automatically?
It can use matching rules you provide, but ambiguous records should be reported for review.
Why use a scheduled trigger?
AnyDB has no listed trigger events, so a recurring Notis review is a practical way to surface changes for attention.
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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