Answer invoice questions with Agiled records
Give invoice questions a faster starting point by retrieving the relevant Agiled records when the email arrives.
Trigger
New Gmail Message Received Trigger
Triggers when a new message is received in Gmail.
Action
Get Invoices
Tool to retrieve a list of all invoices from agiled. use after obtaining valid api credentials.
Why this helps
Finding an invoice status can interrupt the work you were doing and require searching across the CRM.
- Retrieve invoice records in response to an incoming question.
- Use details in the email to focus the run report.
- Keep the answer grounded in data returned from Agiled.
Setup
Build it in a few focused steps.
- 1Connect Gmail and Agiled once in the Notis portal.
- 2Create an automation that retrieves Agiled invoices when an incoming email asks an invoice question.
- 3Tell Notis which email details to use when summarizing relevant invoice records.
- 4Choose the New Gmail Message Received trigger and select where run reports should go.
- 5Test with one real invoice question and confirm the results in Agiled.
Questions about this workflow
Will this send a reply to the sender?
No. The action retrieves invoice data, and the run report can summarize it in the report channel you choose.
Can it change invoice status?
No. The listed Agiled action retrieves invoices and does not update them.
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
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