Turn expense document updates into Agiled records
When a Box file update contains a ready expense, create the Agiled record and keep the receipt context close.
Trigger
File Metadata Changed
Triggers when a file's metadata or properties change in Box. This trigger monitors a specific Box file and fires when changes are detected in key fields like name, description, size, modification time, parent folder, or status.
Action
Create Expense
Tool to create a new expense in agiled. use after gathering expense details and authenticating with your api key.
Why this helps
Expense details can arrive as documents while recording them in the finance workflow remains a manual chore.
- Use file updates as an expense intake signal.
- Keep the file name and available details with the new record.
- Avoid creating records when required expense details are missing.
Setup
Build it in a few focused steps.
- 1Connect Box and Agiled once in the Notis portal.
- 2Create an automation for expense document intake.
- 3Tell Notis to create an Agiled expense only when the Box file event and available context provide the required expense details, and explain how to report missing information.
- 4Choose the File Metadata Changed trigger for the relevant file, select a report channel, and test with one real qualifying update.
Questions about this workflow
Will a file metadata event always include expense amount and currency?
The listed event covers file properties and metadata, not guaranteed expense fields. Supply missing values or have Notis report that the expense is not ready.
Can this avoid duplicate expense entries?
Describe a deduplication rule using information available to Notis. If the event lacks a reliable identifier or history, provide one.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Box to Agiled. A trigger fires from one place; an action lands in another.
Box triggers
Agiled actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Expense
Tool to create a new expense in agiled. use after gathering expense details and authenticating with your api key.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Project
Tool to create a new project in agiled. use when you have collected all project details and need to set up the project before assigning tasks. example: "create a new project named website redesign with start date 2023-09-01 and status in progress."
Collaboration Details Changed
Triggers when a collaboration's details change (e.g., role, status, expiration). This trigger monitors a specific collaboration and detects when any meaningful field changes, such as role, status, expiration date, access type, or acknowledgment status.
Create Task
Tool to create a new task in agiled. use when you have all task details and want to add it to your project board. example: "create a task titled 'draft specs' for project 45, assigned to user 7, priority normal, due date 2025-11-05."
Comment Changed
Triggers when a comment's content or details change in Box. This trigger monitors a specific Box comment and detects when any meaningful field changes, such as message text edits, tagged message changes, or modification timestamp updates.
Create Ticket
Tool to create a new support ticket in agiled. use after gathering all required ticket details (subject, message, priority, user id).
New File Comment Added
Triggers when a new comment is added to a file in Box. This trigger monitors a specific Box file and fires when new comments are detected.
Get Contacts
Tool to retrieve a list of all contacts. use after configuring the api key to fetch contacts with optional pagination or search filters.
File Metadata Changed
Triggers when a file's metadata or properties change in Box. This trigger monitors a specific Box file and fires when changes are detected in key fields like name, description, size, modification time, parent folder, or status.
Get Currencies
Tool to list currencies. use when you need to fetch available currency options after authentication.
File Shared Link Changed
Triggers when a file's shared link settings change in Box. This trigger monitors a specific Box file's shared link and fires when changes are detected in the shared link configuration, such as access level, permissions, password protection, expiration date, or vanity URL.
Get Deals
Tool to retrieve a list of all deals. use after confirming your api key to list all deals for crm reporting.
New File Version Uploaded
Triggers when a new file version is uploaded to a file in Box. This trigger monitors a specific Box file and fires when new versions are detected.
Get Employees
Tool to retrieve a list of all employees. use when you need up-to-date employee directory from agiled.
Connect any two apps with Notis in the middle.
Box and Agiled, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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