Turn project research into linked Clientary tasks
Capture delivery work in context by creating a Clientary v2 task from AgentQL research and linking it to the identified client or project.
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 useful delivery action can lose its context when it gets copied into a disconnected task list.
- Preserve the connection between research and delivery work.
- Create tasks only when the project or client context is known.
- Keep follow-up actions inside the client work system.
Setup
Build it in a few focused steps.
- 1Connect AgentQL and Clientary once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3Tell Notis to create a Clientary v2 task for explicit delivery actions in submitted research and link it to a client or project only when that association is clear.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one project research result and inspect the created task and association.
Questions about this workflow
How is this different from the other research task workflow?
Use this workflow when preserving a known client or project association is important. It uses the Clientary v2 task action, which can optionally associate a task with either.
What if the project match is ambiguous?
Instruct Notis to leave the task uncreated and report the missing or ambiguous association for review.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agentql to Clientary. A trigger fires from one place; an action lands in another.
Agentql 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.
Agentql and Clientary, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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