Keep project proposals current with the work
Set a regular proposal check so estimates and the latest relevant research do not drift apart.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List Project Estimates
Retrieves the estimates associated with a project.
Why this helps
Proposals can become stale when project context changes but nobody revisits the estimate.
- Bring project estimates into a regular review.
- Compare proposals against research you supply.
- Surface items that need a human decision.
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 estimates for the identified Clientary project and compare them with supplied research or criteria, reporting candidates for review.
- 4Pick a recurring schedule trigger and choose where run reports should go.
- 5Test with one real project and estimate sample.
Questions about this workflow
Does this edit or send estimates?
No. The selected action lists project estimates. It does not edit or send them.
What project does it review?
Identify the project in your instruction or request. The list action is scoped to a particular project.
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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