Budget Requests Tracked Where Expenses Live
Budget requests start in Notion, but financial tracking happens in Agiled. Bridge the gap automatically.
Trigger
Page Created
Triggers when a new Notion page is created. Customer optionally scopes with at most one of: - data_source_id: new row in this data source - parent_page_id: new sub-page under this page (immediate parent only) With neither set, fires for any new page in the workspace the integration has access to. Notion sends ~60s aggregation latency on most events.
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
Budget and funding requests documented in Notion aren't automatically logged as anticipated expenses in Agiled's financial system.
- All budget requests tracked centrally in Agiled
- Financial planning includes all anticipated spending
- Reduce manual re-entry of budget data
- Clear visibility into approved vs. pending spending
- Easier budget reconciliation and variance analysis
Setup
Build it in a few focused steps.
- 1Connect Notis to both Notion and Agiled.
- 2Create an automation with the prompt: 'When a new page is created in my Budget Requests database in Notion, create an expense record in Agiled with the requested amount, category, and date.'
- 3Select 'Page Created' as the trigger, scoped to your Budget Requests database.
- 4Choose 'Create Expense' as the action.
- 5Test by submitting a budget request in Notion and verify it appears as an expense record in Agiled.
Questions about this workflow
Should pending requests be recorded as expenses?
Yes. Mark them as 'Pending' or 'Approved' in the Agiled expense category so they're tracked separately from actual spending.
Can it update the expense when the request is approved or denied?
You can set up a second automation: when the request status changes to 'Approved' in Notion, update the expense status in Agiled.
What about recurring or multi-year budget items?
You can specify in the automation prompt how to handle recurring items, or create them manually in Agiled for subscriptions.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Notion to Agiled. A trigger fires from one place; an action lands in another.
Notion 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."
All Page Events
Triggers when any Notion page is created or updated across the workspace.
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."
Comment Created
Triggers when a new comment is created in Notion. Optional `page_id` filter scopes to comments on a specific page. When omitted, fires for any new comment in the workspace the integration has access to. Requires the 'Read comments' capability on the Notion integration. If a connection was authorized before that capability was enabled, the user must re-authorize the connection for comment events to flow.
Create Ticket
Tool to create a new support ticket in agiled. use after gathering all required ticket details (subject, message, priority, user id).
New Comment
Triggers when a new comment is added to a specified Notion block or page.
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.
Database Created
Triggers when a new Notion database (the container) is created. A database is the post-2025-09-03 container that holds one or more data sources. This trigger fires for the container's creation event (`database.created`), distinct from `NOTION_DATASOURCE_CREATED` which fires when a new data source is added to an existing database. Most customers calling Notion's `POST /v1/databases` (the legacy API) or creating a database via the Notion UI will see this event. Adding a new data source to an existing database fires `data_source.created` instead — use `NOTION_DATASOURCE_CREATED` for that. Notion's payload puts `entity.type: "block"` (the container is a `child_database` block in the content tree) and `entity.id` is the database id.
Get Currencies
Tool to list currencies. use when you need to fetch available currency options after authentication.
Data Source Created
Triggers when a new Notion data source is created. Fires workspace-wide. The payload's `data.parent` carries the data source's tree parent (typically the teamspace) for downstream filtering. A single template-based database creation can fire multiple `data_source.created` events at once — one per data source the template instantiates.
Get Deals
Tool to retrieve a list of all deals. use after confirming your api key to list all deals for crm reporting.
Data Source Schema Updated
Triggers when a Notion data source's schema is updated. Fires on column add / remove / rename. Payload includes `data.updated_properties: [{id, name, action}]` so consumers can discriminate the kind of change downstream. Optional `data_source_id` filter scopes to schema changes on a single data source. When omitted, fires for any schema change in the workspace the integration has access to. Note: adding a column also fires `page.properties_updated` once per existing row in the data source. Customers wanting a single structural-change signal should use this trigger.
Get Employees
Tool to retrieve a list of all employees. use when you need up-to-date employee directory from agiled.
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When this happens · Trigger
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