Respond to deal status requests with Agiled context
When someone asks where a deal stands, Notis can retrieve your Agiled deal list and prepare a focused report.
Trigger
New Gmail Message Received Trigger
Triggers when a new message is received in Gmail.
Action
Get Deals
Tool to retrieve a list of all deals. use after confirming your api key to list all deals for crm reporting.
Why this helps
Answering a quick pipeline question can mean leaving email, opening the CRM, and searching through records.
- Bring deal records into the same run that receives the question.
- Summarize relevant returned deal details for the run report.
- Avoid manually opening Agiled for every status request.
Setup
Build it in a few focused steps.
- 1Connect Gmail and Agiled once in the Notis portal.
- 2Create an automation that retrieves Agiled deals when an incoming message asks for deal status.
- 3Tell Notis how to use names or details from the email to summarize relevant returned records.
- 4Choose the New Gmail Message Received trigger and select where run reports should go.
- 5Test with one real status request and verify the report against Agiled.
Questions about this workflow
Will this update a deal?
No. The available action retrieves deals and can support a report, but it does not update deal records.
What if the email does not name a deal?
Ask Notis to summarize the relevant available deals or note that the request needs a deal name.
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.
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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
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