Check Agiled projects when monitored Salesforce records change
A change to a monitored Salesforce record may affect active work. Notis can retrieve Agiled projects and highlight possible connections for review.
Trigger
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.
Action
Get Projects
Tool to retrieve a list of all projects. use after obtaining the api token.
Why this helps
Project impact is easy to miss when CRM changes and delivery plans are checked in separate places.
- Prompt a project impact check when monitored records change.
- Make potentially related work easier to identify.
- Reduce manual cross-checking between CRM and project lists.
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.
- 3Tell Notis which monitored Salesforce record changes warrant an Agiled project review and how to summarize possible matches.
- 4Pick the Record Updated trigger and specify the SObject type and returned field values for the trigger.
- 5Choose where run reports go, then test with one real record change.
Questions about this workflow
What Salesforce records can start this workflow?
The generic trigger monitors an SObject type and uses SystemModstamp to detect changes. Specify the type and returned field values when setting up the trigger.
Does this change project data?
No. The selected Agiled action retrieves projects and supports a review summary; it does not edit projects.
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
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Agiled.