Turn project approval emails into Agiled projects
When a client gives the go ahead, capture the new engagement in Agiled while the details are easy to find.
Trigger
New Gmail Message Received Trigger
Triggers when a new message is received in Gmail.
Action
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."
Why this helps
A project can be approved in email but still take time to get onto the team's project list.
- Record approved work in Agiled promptly.
- Use project details stated in the approval message.
- Avoid creating projects from tentative discussions.
Setup
Build it in a few focused steps.
- 1Connect Gmail and Agiled once in the Notis portal.
- 2Create an automation by telling Notis to create Agiled projects from clear project approvals.
- 3Describe what counts as an approval and which engagement details to include.
- 4Choose the New Gmail Message Received trigger and select where run reports should go.
- 5Test with one real approval email and review the resulting project.
Questions about this workflow
Will a proposal discussion create a project?
Tell Notis to create a project only when the message clearly confirms approval or authorization to begin.
What if the message omits a start date?
Instruct Notis to leave the date unset when it is not stated, rather than inventing one.
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.