Start Agiled projects from won Salesforce opportunities
A won deal should move straight into delivery. Let Notis turn the Salesforce opportunity into a ready-to-organize Agiled project.
Trigger
New or Updated Opportunity
Triggers when a Salesforce Opportunity is created or updated.
Action
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."
Why this helps
Copying won deal details into project software adds delay and risks losing the context sales already captured.
- Reduce manual handoff after a deal closes.
- Carry available opportunity context into project setup.
- Give delivery work a visible starting point.
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.
- 3Describe creating an Agiled project when a Salesforce opportunity is marked won, using available deal details.
- 4Pick the New or Updated Opportunity trigger and choose where run reports go.
- 5Test with one real won opportunity.
Questions about this workflow
Does this create a project for every opportunity update?
The trigger runs for new or updated opportunities. State in your instruction to create a project only when the opportunity is won.
Can Notis include fields that Salesforce does not provide?
No. The automation can use available opportunity details; provide any additional project requirements in your instruction or treat them as missing.
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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