Catch follow-ups that have been waiting too long
A recurring check can find AgencyZoom follow-ups past your chosen age threshold and place a review task in Clientary.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create Task
Why this helps
Open follow-ups can disappear from attention when the next review depends on someone remembering to check.
- Create a regular checkpoint for older follow-ups.
- Keep the review action visible in Clientary.
- Set the age threshold to match your process instead of assuming one.
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 find AgencyZoom follow-ups older than the threshold you specify and create a Clientary task to review eligible items.
- 4Pick a Notis recurring schedule and choose where run reports should go.
- 5Test with one real overdue follow-up example.
Questions about this workflow
How old does a follow-up need to be?
Choose and state your own threshold in the instruction. Notis should not assume a business rule.
Does this automatically contact the prospect?
No. It creates a Clientary review task; it does not send a message through the action listed here.
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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