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Review Agiled categories when a Jira project launches

See available Agiled project categories as a new Jira initiative gets underway.

Trigger

New Project

Triggered when a new project is added in Jira

Action

Get Project Categories

Tool to retrieve a list of all project categories. use when you need to fetch category options before creating or filtering projects after authentication.

Why this helps

Choosing a project category later can add another lookup and decision to an already busy launch.

  • Bring category options into the launch workflow.
  • Reduce a separate manual lookup.
  • Keep project classification decisions close to project setup.

Setup

Build it in a few focused steps.

  • 1Connect Jira and Agiled once in the Notis portal.
  • 2Create an automation in Automations, New Automation, with a name and prompt.
  • 3Ask Notis to retrieve Agiled project categories when a new Jira project is added and summarize the options in the run report.
  • 4Choose the Jira New Project trigger and select where run reports go.
  • 5Test with one real new Jira project and review the report.

Questions about this workflow

Does this create an Agiled project?

No. This workflow retrieves project categories using the Agiled Get Project Categories action.

Can it choose a category automatically?

The selected action retrieves category options. Any recommendation depends on the project information available and the rule you provide in your prompt.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link Jira to Agiled. A trigger fires from one place; an action lands in another.

Jira triggers

Agiled actions

Recurring trigger

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

TriggerScheduled

Create Expense

Tool to create a new expense in agiled. use after gathering expense details and authenticating with your api key.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

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."

ActionInstant

New Issue

Fires when a new issue is created in the Jira project you configure. Only issues created in that project produce an event.

TriggerInstant

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."

ActionInstant

New Project

Triggered when a new project is added in Jira

TriggerInstant

Create Ticket

Tool to create a new support ticket in agiled. use after gathering all required ticket details (subject, message, priority, user id).

ActionInstant

Updated Issue

Fires when an existing issue is changed in the Jira project you configure — for example its status, assignee, or any other field on the issue is updated. Only issues in that project produce an event. It does not fire on comment activity: adding, editing, or deleting a comment on an issue will not produce an event from this trigger.

TriggerInstant

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.

ActionInstant

Get Currencies

Tool to list currencies. use when you need to fetch available currency options after authentication.

ActionInstant

Get Deals

Tool to retrieve a list of all deals. use after confirming your api key to list all deals for crm reporting.

ActionInstant

Get Employees

Tool to retrieve a list of all employees. use when you need up-to-date employee directory from agiled.

ActionInstant

Connect any two apps with Notis in the middle.

Jira and Agiled, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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