Give stalled opportunities a deliberate next step
Use a recurring review to bring opportunities with no recent activity back into view as a Clientary task.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create Task
Why this helps
Opportunities that have gone quiet can stay unnoticed without a regular review habit.
- Make stalled opportunities visible for a deliberate decision.
- Define inactivity using a field or history AgencyZoom actually provides.
- Keep the next review action in Clientary.
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 what AgencyZoom field or activity history defines a stalled opportunity and to create a Clientary task to review eligible records.
- 4Pick a Notis recurring schedule and choose where run reports should go.
- 5Test with one stalled opportunity and one recently active opportunity.
Questions about this workflow
What counts as stalled?
State your inactivity threshold and the AgencyZoom field or history that supports it. If that evidence is unavailable, Notis should report the gap.
Does the task close the opportunity?
No. It creates a task for review so a person can decide the next step.
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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