Find Agiled estimates from Typeform quote requests
Move from quote request to relevant estimate context quickly.
Trigger
New Form Response
Triggers when a respondent completes and submits the form.
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
Quote requests require hunting through estimate records before anyone can respond.
- Shorten quote research
- Reduce context switching
- Improve response consistency
Setup
Build it in a few focused steps.
- 1Connect Typeform and Agiled in Notis once.
- 2Create an automation that reviews the quote request and retrieves relevant Agiled estimates.
- 3Pick the Typeform New Form Response trigger.
- 4Choose where reports should go.
- 5Test with one real quote request.
Questions about this workflow
Does this create a new estimate?
No, it retrieves existing Agiled estimates because that is the supported action.
What if no estimate matches?
Tell Notis to report that no matching estimate was found.
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
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