Log launch planning expenses from new deals
Capture expected delivery costs before they disappear from your planning notes.
Trigger
New Deal Received Trigger
Triggered when a new deal is created in Pipedrive
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
Early project costs are easy to overlook when sales and operations live in separate tools.
- Records expected costs early
- Keeps financial context tied to the deal
- Supports faster delivery planning
Setup
Build it in a few focused steps.
- 1Connect Pipedrive and Agiled in the Notis portal.
- 2Create an automation that creates an Agiled expense when a deal arrives, using the amount and category rules you provide.
- 3Pick New Deal Received as the trigger.
- 4Choose a run report destination.
- 5Test with a deal that has a known planning cost.
Questions about this workflow
Does Pipedrive provide an expense amount?
Only use an amount available in the event data, or provide a default or calculation rule in your instruction.
Can the expense be marked as estimated?
Yes. Tell Notis to label the expense as estimated when the source amount is a forecast.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Pipedrive to Agiled. A trigger fires from one place; an action lands in another.
Pipedrive 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 Deal Received Trigger
Triggered when a new deal is created in Pipedrive
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."
New Note Received Trigger
Triggered when a new note is created in Pipedrive
Create Ticket
Tool to create a new support ticket in agiled. use after gathering all required ticket details (subject, message, priority, user id).
New Organization Received Trigger
Triggered when a new organization is created in Pipedrive
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.
Pipedrive and Agiled, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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