Keep lead follow-up tasks from slipping through
A short scheduled review can make unfinished follow-up easier to spot. Notis can summarize Agiled tasks against the lead context you provide.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
GET_TASKS
Tool to retrieve a list of all tasks. use when you need to fetch all tasks across your account after authentication.
Why this helps
Open follow-ups become easy to forget when task lists grow and no one has time to scan them.
- Make open follow-ups easier to review at a chosen cadence.
- Reduce the effort of scanning task lists.
- Surface tasks that may need a decision or next action.
Setup
Build it in a few focused steps.
- 1Connect Salesforce and Agiled once in the Notis portal.
- 2Create an automation in the portal or tell Notis in plain language.
- 3Ask Notis to retrieve Agiled tasks on your chosen cadence and summarize lead follow-ups using the criteria or context you provide.
- 4Pick a recurring schedule and choose where run reports go.
- 5Test with one real run and review the summary.
Questions about this workflow
Does this create or update tasks?
No. The selected action retrieves Agiled tasks for review; it does not create or update them.
Can it know which tasks relate to Salesforce leads?
Only if the task data or your provided context supports that connection. Include the criteria to use, and treat uncertain relationships as items to verify.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Salesforce to Agiled. A trigger fires from one place; an action lands in another.
Salesforce 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."
Account Created or Updated
Triggers when an Account is created or updated in Salesforce. Uses LastModifiedDate high-watermark to capture both creations and updates.
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."
Contact Updated
Triggers when an existing Salesforce Contact record is modified. Emits changed fields alongside relevant timestamps.
Create Ticket
Tool to create a new support ticket in agiled. use after gathering all required ticket details (subject, message, priority, user id).
Record Updated (Generic SObject)
Triggers when monitored fields change on any Salesforce SObject. You specify the SObject type and which field values should be returned in the payload. The trigger uses SystemModstamp to detect changes regardless of which specific field changed.
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 Contact Trigger
Triggers when a new Contact is Created in Salesforce.
Get Currencies
Tool to list currencies. use when you need to fetch available currency options after authentication.
New Lead Trigger
Triggers when a new Lead is created in Salesforce.
Get Deals
Tool to retrieve a list of all deals. use after confirming your api key to list all deals for crm reporting.
New or Updated Opportunity
Triggers when a Salesforce Opportunity is created or updated.
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.
Salesforce and Agiled, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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