Move approved opportunities into project tracking
Take an opportunity from research into a real project record once it is ready to start.
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
Approved work can remain stranded in a research note while project setup waits for someone to re-enter it.
- Create a project when the decision to proceed is clear.
- Keep the supplied project name and rate together.
- Reduce delay between approval and project tracking.
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 project only when the incoming request marks the opportunity approved and supplies the required name and rate.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one real approved opportunity request and review the project.
Questions about this workflow
What does the project action require?
The listed action creates a project with a name and rate. Provide both in the incoming request or your instruction.
Can research alone approve an opportunity?
Only use this workflow if the request includes your approval decision or criteria. Research data alone may not represent approval.
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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