Record business purchases mentioned in Slack
When you post a purchase note in Slack, Notis can create an Agiled expense so the detail is captured before you forget it.
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 Expense
Tool to create a new expense in agiled. use after gathering expense details and authenticating with your api key.
Why this helps
Small business purchases are hard to reconstruct when receipts and notes live in different places.
- Captures purchase details close to the moment
- Reduces end-of-month reconstruction
- Keeps expense records more current
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 tell Notis how to capture purchase notes.
- 3Give Notis one plain-language instruction to create an Agiled expense only when a message states a completed business purchase and enough details.
- 4Select Channel Message Received as the trigger and choose a run-report channel.
- 5Test with one real purchase note that includes its amount and purpose.
Questions about this workflow
Will an incomplete purchase note create an expense?
Tell Notis to create an expense only when the message contains enough information to identify the purchase.
Can it capture purchases mentioned in conversation?
The prompt should distinguish a completed purchase from a plan or hypothetical discussion.
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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