Review Agiled invoices from finance DMs
Answer billing questions with current invoice data instead of searching manually.
Trigger
Direct Message Received
Triggered when a new direct message (DM) is sent to a user in Slack. Catches all DMs across all DM channels.
Action
Get Invoices
Tool to retrieve a list of all invoices from agiled. use after obtaining valid api credentials.
Why this helps
Finance requests in DMs create a context switch into Agiled and often lack a clear status summary.
- Speed up invoice checks
- Keep finance context together
- Return focused summaries
Setup
Build it in a few focused steps.
- 1Connect Slackbot and Agiled once in Notis.
- 2Create an automation that retrieves Agiled invoices for qualifying finance DMs.
- 3Pick Direct Message Received as the trigger.
- 4Choose where run reports go and test with one real invoice question.
Questions about this workflow
Can this pay or edit an invoice?
No. The listed action retrieves invoices for review and does not perform payment or updates.
What if the DM does not identify an invoice?
Tell Notis to return a summary of relevant invoices or ask for the missing identifier.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Slackbot to Agiled. A trigger fires from one place; an action lands in another.
Slackbot 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.
Slackbot and Agiled, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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