Check new Gmail leads against Agiled contacts
Before treating an inquiry as a new relationship, let Notis retrieve your Agiled contacts for a quick review.
Trigger
New Gmail Message Received Trigger
Triggers when a new message is received in Gmail.
Action
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.
Why this helps
A promising lead can already exist in your CRM under another conversation or contact record.
- Review contact records when a new inquiry arrives.
- Use sender details and the email context to guide the lookup.
- Reduce duplicate contact investigations across tools.
Setup
Build it in a few focused steps.
- 1Connect Gmail and Agiled once in the Notis portal.
- 2Create an automation that retrieves Agiled contacts for incoming lead inquiries.
- 3Tell Notis to use available sender details to review the returned contacts and summarize likely matches.
- 4Choose the New Gmail Message Received trigger and select where run reports should go.
- 5Test with one real inquiry and review the report against Agiled.
Questions about this workflow
Will this create or update a contact?
No. This workflow retrieves contacts for review; the listed Agiled action does not create or update contacts.
Can it guarantee a match?
No. The report can identify likely matches from available contact data, but you should review ambiguous results.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Gmail to Agiled. A trigger fires from one place; an action lands in another.
Gmail 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."
Email Sent
Triggers when a Gmail message is sent by the authenticated user. It polls the 'SENT' label and emits metadata including sender, recipients, subject, timestamp, and thread ID.
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."
New Gmail Message Received Trigger
Triggers when a new message is received in Gmail.
Create Ticket
Tool to create a new support ticket in agiled. use after gathering all required ticket details (subject, message, priority, user id).
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.
Get Currencies
Tool to list currencies. use when you need to fetch available currency options after authentication.
Get Deals
Tool to retrieve a list of all deals. use after confirming your api key to list all deals for crm reporting.
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.
Gmail and Agiled, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Agiled.