Make competitor changes easier to review
Put competitor updates into your work queue with enough context to decide what matters.
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
Competitive research often creates interesting findings without a clear next step or place to revisit them.
- Give competitor findings a dedicated review step.
- Keep the reported page and summary with the task.
- Separate actionable changes from background browsing.
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 for each incoming competitor change report, using the supplied competitor and change summary.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one real competitor report and check the resulting task.
Questions about this workflow
Does this determine whether a competitor change matters?
Notis can apply criteria you provide, but the source request must include enough information to assess the change.
Why use the v2 task action?
The listed v2 action supports optional project, client, and assignee associations. Supply those only when known.
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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