Start client work with a project ready to track
When a client handoff needs a project, Notis can use AgencyZoom context to create one in Clientary if the required details are available.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Project
Creates a new project for tracking client work, time, or expenses.
Why this helps
Client work can begin before anyone has created a project for hours, expenses, and follow-through.
- Create a place to track work tied to a client handoff.
- Reduce delays between client confirmation and project setup.
- Flag the required rate or other missing information 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 to create a Clientary project for the specified AgencyZoom client work only when the project name, rate, and client association can be determined.
- 4Pick the Notis webhook trigger and choose where run reports should go.
- 5Test with one real project handoff.
Questions about this workflow
Can Notis choose a project rate?
The action requires a rate. Supply an agreed rate in the source information or instruct Notis to report that it is missing.
Will this create a project for every policy?
Only if you send a webhook for that handoff and the instruction describes which work deserves a 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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