Turn contact intake into a trackable Agiled ticket
When a new contact needs a tracked intake, let Notis open the Agiled ticket and carry over the context you have.
Trigger
Contact Created Trigger
Contact Created Trigger
Action
Create Ticket
Tool to create a new support ticket in agiled. use after gathering all required ticket details (subject, message, priority, user id).
Why this helps
Intake requests can be scattered across CRM notes and inboxes, leaving the next owner unsure what needs attention.
- Give intake work a clear home in Agiled.
- Make contact context available alongside the ticket.
- Help teams notice and triage new requests sooner.
Setup
Build it in a few focused steps.
- 1Connect HubSpot and Agiled once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name.
- 3Tell Notis when to create an Agiled ticket and describe the subject, message, priority, and user details to use.
- 4Pick the HubSpot Contact Created trigger and choose where run reports should go.
- 5Test with one real contact and check the created ticket.
Questions about this workflow
Can every contact automatically become a ticket?
Yes, if that is the outcome you describe. The ticket action requires ticket details, including subject, message, priority, and user id, so ensure those details are available in the instruction or context.
Can this be used for a specific kind of intake?
Describe the intake purpose and ticket details in your instruction. The trigger available here is HubSpot Contact Created.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Hubspot to Agiled. A trigger fires from one place; an action lands in another.
Hubspot triggers
Agiled actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
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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."
Contact Created Trigger
Contact Created Trigger
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."
Deal Stage UpdatedTrigger
Deal Stage UpdatedTrigger
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.
Hubspot and Agiled, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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