Give browser workflow findings a next step
When browser automation surfaces something that needs action, put it into the task list you already use for client work.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Task
Why this helps
Findings from automated browser work can be buried in a report without a clear owner or next action.
- Convert findings into trackable work.
- Keep the reported context with the task.
- Spend less effort remembering which result needs attention.
Setup
Build it in a few focused steps.
- 1Connect Agenty and Clientary once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3Tell Notis to create a Clientary task when an incoming browser workflow finding requires follow-up, using the supplied finding as context.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one real finding that needs follow-up and review the task.
Questions about this workflow
Will every browser finding become a task?
Your instruction can limit task creation to findings that meet criteria included in the request. Avoid relying on missing context.
Can the task be linked to a project?
The listed task action supports an optional project and assignee. Include those only when the request identifies them reliably.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agenty to Clientary. A trigger fires from one place; an action lands in another.
Agenty 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.
Agenty and Clientary, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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