Capture travel expenses from Slack notes
A quick message about a business trip purchase can become an Agiled expense, leaving less to reconstruct after you return.
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
Travel costs are easy to forget when purchase notes are scattered across messages and receipts.
- Records travel costs closer to purchase time
- Reduces end-of-trip admin
- Keeps business travel spending visible
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 capture business travel purchases.
- 3Give Notis one plain-language instruction to create an Agiled expense for a completed business travel purchase when the message includes sufficient details.
- 4Choose Channel Message Received as the trigger and select a channel for run reports.
- 5Test with one real travel purchase note.
Questions about this workflow
Will trip plans create expenses?
Tell Notis to log completed purchases only, not planned or estimated costs.
What if the message leaves out key details?
Instruct Notis to skip the expense when there is not enough information to create a reliable record.
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.
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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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