Start Clientary project tracking from an engagement brief
Once a new engagement is confirmed, send its research or brief through a webhook and have Notis start a Clientary project.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Project
Creates a new project for tracking client work, time, or expenses.
Why this helps
A confirmed engagement can stall before delivery tracking starts because project setup is another manual handoff.
- Start tracking confirmed engagements sooner.
- Use submitted research to prepare project setup.
- Avoid creating projects for unapproved opportunities.
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 project from a submitted engagement only when approval, project name, and rate are provided.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one confirmed engagement and verify the project in Clientary.
Questions about this workflow
Can research alone confirm that an engagement is approved?
Only when the submitted research includes an explicit approval status or your instruction defines a reliable approval signal.
What must be supplied for project creation?
The action requires a project name and rate. Include these in the submitted information or instruct Notis to skip and report missing details.
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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