Summarize Agiled projects from Typeform requests
Give stakeholders a clear project snapshot without a manual search.
Trigger
New Form Response
Triggers when a respondent completes and submits the form.
Action
Get Projects
Tool to retrieve a list of all projects. use after obtaining the api token.
Why this helps
Status requests create interruptions because project information is spread across records.
- Reduce status interruptions
- Create consistent summaries
- Keep updates grounded in live records
Setup
Build it in a few focused steps.
- 1Connect Typeform and Agiled in Notis once.
- 2Create an automation that retrieves relevant Agiled projects and prepares a status summary.
- 3Pick the Typeform New Form Response trigger.
- 4Select a report channel.
- 5Test with one real status request.
Questions about this workflow
Can the form request one project or a portfolio view?
Yes, instruct Notis to use the submitted scope when retrieving projects.
Does it change project status?
No, it summarizes available project records.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Typeform to Agiled. A trigger fires from one place; an action lands in another.
Typeform 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 Form Response
Triggers when a respondent completes and submits the form.
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.
Typeform and Agiled, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Agiled.