Give active client work a project to track
A recurring comparison can find active client work without a corresponding Clientary project and prepare one when its details are clear.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create Project
Creates a new project for tracking client work, time, or expenses.
Why this helps
Work can be underway before anyone notices that there is no project for tracking time or expenses.
- Find active client work without a project record.
- Create clear missing projects when the required details are available.
- Flag missing rates or uncertain client matches for review.
Setup
Build it in a few focused steps.
- 1Connect AgencyZoom and Clientary once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3Tell Notis how to identify active AgencyZoom client work and create a Clientary project only for clear gaps with an available project name, client match, and rate.
- 4Pick a Notis recurring schedule and choose where run reports should go.
- 5Test with one active client that has a project and one that does not.
Questions about this workflow
How does Notis know which work is active?
Specify the AgencyZoom field or record condition that represents active work in your agency.
Can a project be created without a rate?
The action requires a rate. Ask Notis to report missing rates instead of guessing.
When this happens · Trigger
Do this · Action
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.
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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