Review your client list on a steady cadence
Set aside a recurring check for the client records that deserve a look, guided by research you provide.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List Clients
Retrieves the client list.
Why this helps
Client records can become stale when nobody has a predictable moment to review them.
- Create a predictable client-list review habit.
- Use the available Clientary client list as the starting point.
- Surface records for human attention based on supplied research.
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 retrieve the Clientary client list and compare it with the supplied research, reporting only records that meet your review criteria.
- 4Pick a recurring schedule trigger and choose where run reports should go.
- 5Test with one real research sample and confirm the report is useful.
Questions about this workflow
Does the schedule run Agenty research automatically?
The available context does not list an Agenty trigger or action. Provide the research through the workflow's inputs or webhook process as appropriate.
Can it update client records?
This workflow is for review and reporting. The listed client list action reads records; it does not update them.
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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