Start Agiled projects from approved Drive proposals
Move an approved proposal into your project workspace with one clear handoff.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
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
Once a proposal is approved, project setup can stall while someone re-enters its details by hand.
- Turn an approved proposal handoff into project setup.
- Use proposal context to summarize the project.
- Avoid creating a project when required details are absent.
Setup
Build it in a few focused steps.
- 1Connect Google Drive and Agiled once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it for proposal handoff.
- 3Tell Notis to create an Agiled project from the supplied approved proposal context only when the needed details are available.
- 4Pick a Notis webhook trigger and choose where run reports should go.
- 5Send one real approved proposal example to the webhook and review the created project.
Questions about this workflow
Does a Drive approval event trigger this workflow?
No approval event is listed for Drive. The webhook starts the workflow when your process sends it a request, including the proposal context and approval status.
What happens if project details are incomplete?
Instruct Notis to report the missing information and avoid creating a project until the details are supplied.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Google Drive to Agiled. A trigger fires from one place; an action lands in another.
Google Drive 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."
Comment Added (Docs/Sheets/Slides)
Triggers when a new comment is added to Google Docs, Sheets, or Slides.
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."
File Created
Triggers when a new file is created in Google Drive.
Create Ticket
Tool to create a new support ticket in agiled. use after gathering all required ticket details (subject, message, priority, user id).
File Deleted or Trashed
Triggers when a file is moved to trash or permanently deleted in Drive.
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.
File Shared (Permissions Added)
Triggers when new sharing permissions are granted to a file or folder. Uses Drive's `changes.list` endpoint with inline `permissions` in the `fields` mask so each change carries the file's current permission set provider-atomically. We diff that against `seen_permission_keys` to identify newly added grants. Drive page tokens are the primary cursor; if Drive rejects a stored token, the trigger raises `PollingTriggerError` without clearing state rather than silently re-baselining and dropping events. Limitation: truly ephemeral permissions (added and revoked between two polls without any other file modification in between) are not detected. Drive Activity API would catch those but requires an additional OAuth scope and a different payload contract.
Get Currencies
Tool to list currencies. use when you need to fetch available currency options after authentication.
File Updated
Triggers when a file's metadata or content changes in Google Drive.
Get Deals
Tool to retrieve a list of all deals. use after confirming your api key to list all deals for crm reporting.
Google Drive Changes
Triggers when changes are detected in a Google Drive.
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.
Google Drive and Agiled, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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