Review YouTube driven deals in Agiled
Keep channel sourced opportunities visible without opening the CRM every day.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
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
Leads from content are easy to forget once they enter a broader sales pipeline.
- Keep content driven revenue visible
- Spot stale opportunities
- Prepare faster pipeline reviews
Setup
Build it in a few focused steps.
- 1Connect YouTube and Agiled in the Notis portal.
- 2Create a scheduled automation prompt describing how to identify and summarize relevant deals.
- 3Select a recurring schedule as the trigger.
- 4Choose a report destination and test with one run.
Questions about this workflow
How does Notis know which deals came from YouTube?
Your prompt must define the available signal, such as a source label or note, and Notis can report when that signal is missing.
Can this replace a CRM review?
It can provide a focused summary, while your normal sales process remains in Agiled.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Youtube to Agiled. A trigger fires from one place; an action lands in another.
Youtube 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 YouTube Activity
Triggers when a new activity is detected on a YouTube channel.
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."
New Item in YouTube Playlist
Triggers when a new item is added to a YouTube playlist.
Create Ticket
Tool to create a new support ticket in agiled. use after gathering all required ticket details (subject, message, priority, user id).
New Playlist in YouTube Channel
Triggers when a new playlist is added to a YouTube channel.
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.
New YouTube Channel Subscription
Triggers when a new channel is subscribed.
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.
Youtube and Agiled, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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