Connect Agencyzoom to Clientary
When something happens in Agencyzoom, Notis takes the next step in Clientary. Describe what you want in plain English, or start from one of the examples below.
When this happens · Trigger
Do this · Action
Ways Notis can move work from Agencyzoom to Clientary
Capture an AgencyZoom prospect in Clientary
Turn an AgencyZoom prospect signal into a Clientary lead, carrying over available company and contact details.
Add an AgencyZoom policyholder as a Clientary client
Create a Clientary client from AgencyZoom policyholder details when you send a webhook for a confirmed client handoff.
Add an AgencyZoom contact to a Clientary client
Create a Clientary contact from AgencyZoom contact details after identifying the corresponding Clientary client.
Turn an AgencyZoom follow-up into a Clientary task
Create a Clientary task from an AgencyZoom follow-up request so a sales commitment has a place to get completed.
Set up a Clientary project for AgencyZoom client work
Create a Clientary project for a specific AgencyZoom client handoff when the required project name and rate are available.
Prepare a Clientary invoice from an AgencyZoom handoff
Create a Clientary invoice when a webhook identifies a billable handoff and the required date, due date, and currency are available.
Log Clientary project hours for AgencyZoom review work
Record a specified amount of review work against a known Clientary project when an AgencyZoom handoff includes the hours and project context.
Record an AgencyZoom-related expense in Clientary
Create a Clientary expense for a specified AgencyZoom client or project when the expense amount and supporting details are supplied.
Create a Clientary task for a policy status change
Turn a specified AgencyZoom policy status change into a Clientary task that captures the next action to take.
Supported Triggers and Actions
Notis builds workflows that link Agencyzoom to Clientary. A trigger fires from one place; an action lands in another.
Agencyzoom triggers
Clientary actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Client
Creates a new client record.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Contact
Creates a new contact for a client.
Create Expense
Creates a new expense record.
Create Lead
Creates a new lead record.
Create Invoice
Creates an invoice, optionally linked to a client.
Create Project
Creates a new project for tracking client work, time, or expenses.
Delete Client
Permanently deletes a client and its related projects, invoices, estimates, and contacts; this cannot be undone.
Create Project Hours
Logs hours worked on a project as a new time entry.
Four ways to start an automation.
A trigger is the event that kicks a workflow off. Notis supports four kinds: an event in a connected app, an inbound webhook, a recurring schedule, and soon, your own database.
Integration triggers
Fire when something happens inside a connected app. New Notion page, Stripe charge, Linear issue: any of 1,000+ apps can start a workflow.
Webhook triggers
A unique URL per workflow. Anything that can send an HTTP POST can start an automation, including no-code tools that speak webhooks.
Recurring triggers
Cron-style schedules run a workflow on the clock. Daily standups, hourly syncs, business-hours-only digests: the workhorse of Notis.
Database triggers
Watch a row, query, or threshold in your own database and fire the moment the data changes. Row inserted, value crosses a limit, query starts matching.
Classic automation breaks. AI adapts.
Same triggers and actions, smarter middle. AI handles the fuzziness that breaks traditional Zapier-style workflows the moment a field gets renamed.
Describe it. Notis builds it.
Skip the visual builder. Tell Notis what you want, in plain English. It writes the workflow, you review and deploy.
You · in the Notis Builder
NEW“When a row gets added to the Q4 OKRs Notion database and the status is Blocked, send a Telegram message to the owner with a summary of what's blocking, and ping me if there's no reply within 24 hours.”
Notis built this automation:
Watch every run.
Notis Desktop is Mission Control for your AI automations. See every run, replay, edit, or rewind. Set approval gates so Notis pauses before destructive actions.
- Full run history with inputs, outputs and traces
- Replay any run with edited inputs
- Approval inbox, confirm via chat in one tap
- Audit logs for compliance teams
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Inbox
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1 monthEverything in the box.
Whatever starts the workflow, the platform underneath is the same: a thinking brain, full visibility, and you in control.
AI in the middle
Every step can include an LLM call: summarise, classify, extract, rewrite.
Full observability
Every run, every step, every input, all replay-able from Mission Control.
Human in the loop
Pause for approval. Notis pings you in chat with one-tap approve.
Self-healing
When an API changes shape, Notis adapts the parser. Less midnight fire-fighting.
More ways to connect Agencyzoom and Clientary
Connect any two apps with Notis in the middle.
Agencyzoom and Clientary, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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