Connect project reviews with relevant web changes
Give active projects a recurring scan for external changes that could affect the work.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List Projects
Retrieves the project list.
Why this helps
Important shifts on client or industry websites can go unnoticed when project reviews and browser research happen separately.
- Review projects and supplied changes in one pass.
- Surface potential project follow-up on a recurring schedule.
- Keep the decision focused on changes relevant to stated project criteria.
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 Clientary projects and compare them with supplied website change findings, reporting only relevant potential follow-up.
- 4Pick a recurring schedule trigger and choose where run reports should go.
- 5Test with one real project and a relevant change report.
Questions about this workflow
Will it monitor project websites on its own?
No Agenty trigger event is listed. The workflow uses supplied change findings alongside the Clientary project list.
Can it alter project records?
This workflow reads the project list and reports findings. It does not change project records.
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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