Look Up Agiled Deals From New Outlook Leads
Qualify inbound interest with the deal context already in Agiled.
Trigger
New Outlook Message
Triggered when a new message is received in the Outlook mailbox.
Action
Get Deals
Tool to retrieve a list of all deals. use after confirming your api key to list all deals for crm reporting.
Why this helps
New lead emails require manual CRM searches before anyone can respond confidently.
- Speed up lead qualification
- Find existing opportunities sooner
- Reduce context switching between inbox and CRM
Setup
Build it in a few focused steps.
- 1Connect Outlook and Agiled in Notis
- 2Create an automation that identifies lead emails and searches related Agiled deals
- 3Pick New Outlook Message as the trigger
- 4Select a report destination
- 5Test with one real lead email
Questions about this workflow
Can it distinguish leads from existing customers?
Yes. Describe the signals for a new lead and how existing customer messages should be handled.
What if no matching deal exists?
Ask Notis to report that no match was found and include the information needed for manual qualification.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Outlook to Agiled. A trigger fires from one place; an action lands in another.
Outlook 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."
New Contact Added
Triggered when a new contact is added in the Outlook contacts.
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."
Calendar Event Changes
Triggered when a new calendar event occurs (created, updated, or deleted) in the Outlook calendar.
Create Ticket
Tool to create a new support ticket in agiled. use after gathering all required ticket details (subject, message, priority, user id).
New Calendar Event
Triggered when a new calendar event is created in the Outlook calendar.
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.
New Outlook Message
Triggered when a new message is received in the Outlook mailbox.
Get Currencies
Tool to list currencies. use when you need to fetch available currency options after authentication.
New Sent Message
Triggered when a new message is sent from the Outlook mailbox.
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.
Outlook and Agiled, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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