Capture receipt emails as Agiled expenses
Keep receipts from becoming an end of month scavenger hunt. Notis can add expense details from incoming Gmail messages to Agiled.
Trigger
New Gmail Message Received Trigger
Triggers when a new message is received in Gmail.
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
Receipts sit in the inbox until someone has time to enter them, and then the details are harder to find.
- Capture expense information when a receipt arrives.
- Keep the source email subject available for context.
- Avoid treating unrelated email as an expense.
Setup
Build it in a few focused steps.
- 1Connect Gmail and Agiled once in the Notis portal.
- 2Create an automation by asking Notis to create Agiled expenses from emailed receipts.
- 3Tell Notis which receipt details to use and how to handle details that are missing.
- 4Choose the New Gmail Message Received trigger and select where run reports should go.
- 5Test with one real receipt email and confirm the expense record.
Questions about this workflow
What if the receipt does not include all expense details?
Instruct Notis to use only details it can find and report missing required information instead of guessing.
Can it use receipt attachments?
Whether attachment details are available depends on the connected Gmail tools. The instruction should rely only on information Notis can access.
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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New Gmail Message Received Trigger
Triggers when a new message is received in Gmail.
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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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