Turn client requests into Clientary tasks
Convert a clear request in a client email into a task so the next step has a place to live outside the inbox.
Trigger
New Email Received
Trigger for new emails in an AgentMail inbox
Action
Create Task
Tool to create a new task in Clientary. Use when you need to create a task with a title, optionally associating it with a project and assignee.
Why this helps
Action items hidden in email are easy to forget when the next urgent message arrives.
- Give actionable requests a visible home.
- Keep task titles grounded in the actual email.
- Reduce the mental load of remembering every follow-up.
Setup
Build it in a few focused steps.
- 1Connect Agent Mail and Clientary once in the Notis portal.
- 2Create an automation in the portal or tell Notis from any channel.
- 3In one instruction, ask Notis to create a Clientary task for a clear action request and summarize the next step in its title.
- 4Pick the Agent Mail New Email Received trigger and choose where run reports should go.
- 5Test with one real client request email.
Questions about this workflow
Will every client email become a task?
Set the instruction to create tasks only for clear requests that need action. Routine updates can be ignored.
Can the task be assigned to someone?
Ask Notis to assign it only when the email or your instruction identifies an assignee. Otherwise, the assignment detail is missing.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agent mail to Clientary. A trigger fires from one place; an action lands in another.
Agent mail triggers
Clientary actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Client
Tool to create a new client record in Clientary. Use when you need to add a new client to the system with company details and contact information.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Contact
Tool to create a new contact within a specified client. Use when you need to add a contact to a client account with name and email as required fields.
New Email Received
Trigger for new emails in an AgentMail inbox
Create Expense
Tool to create a new expense record in Clientary to track expenditures within your account. Use when you need to record expenses, optionally assigning them to specific clients or projects. Requires an amount field.
Create Lead
Tool to create a new lead record in Clientary. Use when you need to add a new lead to the system with company details and contact information.
Create Project
Tool to create a new project in Clientary with name and rate. Use when you need to set up a new project for tracking time, expenses, or managing client work.
Create Task
Tool to create a new task in Clientary. Use when you need to create a task with a title, optionally associating it with a project and assignee.
Delete Client
Tool to remove a client and all associated projects, invoices, estimates, and contacts. Use when you need to permanently delete a client from Clientary. WARNING: Deletions are permanent and not reversible.
Delete Lead
Tool to permanently delete a lead and all associated Estimates and Contacts. Use when you need to remove a lead that is no longer needed. Warning: This action is irreversible.
Connect any two apps with Notis in the middle.
Agent mail and Clientary, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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