Turn WhatsApp messages into Agiled tasks
Capture requests from WhatsApp before they disappear in a busy chat.
Trigger
New WhatsApp Message Received
Polling trigger that monitors for new messages received in TimelinesAI WhatsApp chats.
Action
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."
Why this helps
Important requests arrive in WhatsApp, then get buried before anyone records or assigns them.
- Reduce copy and paste
- Keep requests visible in one task list
- Assign follow-up while context is fresh
Setup
Build it in a few focused steps.
- 1Connect TimelinesAI and Agiled once in the Notis portal.
- 2Create an automation named WhatsApp task capture.
- 3Tell Notis to create an Agiled task when a WhatsApp message contains a clear action, preserving the sender and message context.
- 4Pick New WhatsApp Message Received as the trigger and choose where run reports go.
- 5Test with one real WhatsApp request.
Questions about this workflow
Can Notis ignore casual messages?
Yes. In the instruction, tell Notis to create a task only when the message contains a specific request or next action.
What if no due date is mentioned?
Notis can leave the due date unset and include a follow-up question in the task details.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Timelinesai to Agiled. A trigger fires from one place; an action lands in another.
Timelinesai 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 WhatsApp Message Received
Polling trigger that monitors for new messages received in TimelinesAI WhatsApp chats.
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."
Create Ticket
Tool to create a new support ticket in agiled. use after gathering all required ticket details (subject, message, priority, user id).
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.
Get Currencies
Tool to list currencies. use when you need to fetch available currency options after authentication.
Get Deals
Tool to retrieve a list of all deals. use after confirming your api key to list all deals for crm reporting.
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.
Timelinesai and Agiled, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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