Review Agiled deals from Todoist
Turn a follow-up reminder into a quick, decision-ready deal review.
Trigger
New Task Created
Trigger when a new task is added to Todoist.
Action
Get Deals
Tool to retrieve a list of all deals. use after confirming your api key to list all deals for crm reporting.
Why this helps
Pipeline checks are easy to postpone when they require a separate search and manual summary.
- Makes pipeline reviews easier to start
- Highlights follow-up priorities
- Reduces CRM tab switching
Setup
Build it in a few focused steps.
- 1Connect Todoist and Agiled in Notis once.
- 2Create an automation named Deal follow-up review.
- 3Tell Notis to retrieve Agiled deals relevant to each new Todoist follow-up task and summarize status, value, and next action when available.
- 4Pick Todoist New Task Created as the trigger and choose a report channel.
- 5Test with one pipeline review task.
Questions about this workflow
Can the summary focus on one customer?
Yes. Include the customer or deal search terms in the Todoist task.
Will it change deal records?
No. This workflow only retrieves and summarizes deals.
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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