Reconcile OneDrive invoices with Agiled
A monthly review finds invoice gaps before they become finance surprises.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Invoices
Tool to retrieve a list of all invoices from agiled. use after obtaining valid api credentials.
Why this helps
Invoice files and billing records drift, creating avoidable reconciliation work.
- Finds missing invoice records
- Surfaces mismatches early
- Supports cleaner close
Setup
Build it in a few focused steps.
- 1Connect OneDrive and Agiled in Notis once.
- 2Create an automation describing the invoice reconciliation report.
- 3Pick a recurring Notis schedule trigger.
- 4Choose a destination for run reports.
- 5Test with one monthly invoice set.
Questions about this workflow
Can it compare by invoice number?
Yes, tell Notis which identifiers to use when comparing records.
Will it change invoice data?
This workflow retrieves and reports invoices; it does not edit them.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link One drive to Agiled. A trigger fires from one place; an action lands in another.
One 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."
Onedrivebasetrigger
Base trigger for OneDrive changes using Gmail-style state management. Subclasses override `filter_changes(...)` to extract only the relevant items.
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."
OneDrive File Created Trigger
Triggers when a new file is created in OneDrive. Uses Gmail-style state management for reliable duplicate prevention.
Create Ticket
Tool to create a new support ticket in agiled. use after gathering all required ticket details (subject, message, priority, user id).
File Updated
Trigger that fires when a OneDrive file's content or metadata changes. Returns file ID, last modified time, and modifier info.
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.
OneDrive Folder Created Trigger
Triggers when a new folder is created in OneDrive. Uses Gmail-style state management for reliable duplicate prevention.
Get Currencies
Tool to list currencies. use when you need to fetch available currency options after authentication.
OneDrive Item Deleted Trigger
Triggers when a file or folder is deleted in OneDrive. Uses Gmail-style state management for reliable duplicate prevention.
Get Deals
Tool to retrieve a list of all deals. use after confirming your api key to list all deals for crm reporting.
Item Moved or Renamed
Triggers when a file or folder is moved to a different path or renamed in OneDrive. Includes both old and new path/name data in the payload.
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.
One drive and Agiled, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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