Keep policy review time attached to the project
When review work is complete, a webhook can prompt Notis to log the supplied hours against the matching Clientary project.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Project Hours
Logs hours worked on a project as a new time entry.
Why this helps
Time spent on reviews is easy to forget when the work is tracked in a different system from project hours.
- Capture completed hours while the work is still fresh.
- Keep time entries associated with the right project when identifiable.
- Make missing hours or project matches visible before creating an entry.
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 to log only the supplied hours for the specified completed AgencyZoom review against its identified Clientary project.
- 4Pick the Notis webhook trigger and choose where run reports should go.
- 5Test with one real review entry.
Questions about this workflow
Will Notis estimate the time spent?
No. The workflow should use an hours count supplied by you or present in the source information.
What if the project is unclear?
Ask Notis to report the uncertain match for review instead of logging hours against a guessed project.
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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