Review Agiled estimates from Todoist
Start a billing review with a task and receive the estimate context you need.
Trigger
New Task Created
Trigger when a new task is added to Todoist.
Action
Get Estimates
Tool to retrieve a list of all estimates. use after configuring the api key to list estimates for reporting.
Why this helps
Billing reviews become disruptive when estimate details require repeated manual searching.
- Shortens billing review time
- Surfaces estimate context quickly
- Supports timely client follow-up
Setup
Build it in a few focused steps.
- 1Connect Todoist and Agiled in Notis once.
- 2Create an automation named Estimate review assistant.
- 3Tell Notis to retrieve Agiled estimates related to each new Todoist billing task and summarize relevant status, customer, and amount details.
- 4Pick Todoist New Task Created as the trigger and choose a report channel.
- 5Test with one billing review task.
Questions about this workflow
Can I target one estimate?
Yes. Include the customer, estimate reference, or other search context in the task.
Does it send an estimate?
No. It retrieves records and reports a review summary.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Todoist to Agiled. A trigger fires from one place; an action lands in another.
Todoist 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 Task Created
Trigger when a new task is added to Todoist.
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.
Todoist and Agiled, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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