Make policy status changes actionable
When a policy update calls for work, send a webhook and ask Notis to create a Clientary task with the next step.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Task (v2)
Creates a task, optionally linked to a project, client, or assignee.
Why this helps
A status update can be noticed without anyone owning or recording the follow-up work.
- Turn an identified status update into a work item.
- Keep relevant client context with the task when available.
- Avoid creating vague tasks without a clear next action.
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 task when the specified AgencyZoom policy status change has an explicit next action, including available client context.
- 4Pick the Notis webhook trigger and choose where run reports should go.
- 5Test with one real status change and its next action.
Questions about this workflow
Does every policy status change need a task?
No. Describe which status changes require a next action in your instruction, and send a webhook for the relevant case.
Can the task use the client's account in Clientary?
Yes, when a corresponding client can be identified. Ask Notis to flag uncertain matches for review.
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
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Clientary.