Keep research follow-ups in Clientary tasks
When research surfaces a concrete next step, let Notis capture it as a Clientary task before the browser context disappears.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Task
Why this helps
Useful follow-ups are easy to lose when they live only in a research page or an open tab.
- Capture concrete next steps while reviewing research.
- Reduce reliance on remembering browser findings later.
- Keep the task list focused on explicit actions.
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 task for each explicit, actionable follow-up in the submitted research, skipping observations without a clear next step.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one real research result containing a clear follow-up.
Questions about this workflow
Does this create a task for every finding?
No. Instruct Notis to create tasks only for findings that state a concrete action, so general information does not turn into task clutter.
Can tasks be assigned to a person or project?
The action can optionally include a project and assignee. Supply those details in the research or your automation instruction when available.
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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