Start client work with an Agiled project
Once a client engagement is confirmed in Slack, let Notis create the project space so delivery details have somewhere to gather.
Trigger
Channel Message Received
Triggered when a message is posted in a Slack channel (public, private, or multi-party IM). Does NOT match direct messages.
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
New client work can begin informally before anyone creates a project to track it.
- Gives confirmed client work a project home
- Creates a clear starting point for delivery tasks
- Reduces setup tasks after a sales handoff
Setup
Build it in a few focused steps.
- 1Connect Slack and Agiled to Notis once in the portal.
- 2Create an automation in the portal or ask Notis to set up confirmed client work.
- 3Use one plain-language instruction to create an Agiled project when a Slack message confirms a new client engagement and provides enough context.
- 4Choose Channel Message Received as the trigger and select where run reports should go.
- 5Test with one real confirmed client kickoff message.
Questions about this workflow
Will an inquiry create a project?
Tell Notis to wait until the engagement is clearly confirmed, not merely discussed.
Can this capture a project discussed in a client channel?
The Slack channel trigger supports public and private channels as well as multi-party IM channels.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Slack to Agiled. A trigger fires from one place; an action lands in another.
Slack 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 Channel Created Trigger
Triggered when a new channel is created in Slack.
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."
Channel Message Received
Triggered when a message is posted in a Slack channel (public, private, or multi-party IM). Does NOT match direct messages.
Create Ticket
Tool to create a new support ticket in agiled. use after gathering all required ticket details (subject, message, priority, user id).
Direct Message Received
Triggered when a new direct message (DM) is sent to a user in Slack. Catches all DMs across all DM channels.
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.
Message Reaction Added
Triggered when a reaction is added to a message in Slack. Supports optional filtering by channel and emoji name.
Get Currencies
Tool to list currencies. use when you need to fetch available currency options after authentication.
Message Reaction Removed
Triggered when a reaction is removed from a message in Slack. Supports optional filtering by channel and emoji name.
Get Deals
Tool to retrieve a list of all deals. use after confirming your api key to list all deals for crm reporting.
Reaction Added Trigger
DEPRECATED: use `SLACK_MESSAGE_REACTION_ADDED` instead. Triggered when a reaction is added to a message in Slack.
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.
Slack and Agiled, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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