Give important website changes an owner
When a monitored page changes, turn the finding into a task instead of another item to remember.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Task
Why this helps
A change alert is easy to dismiss and forget when it does not become a concrete next step.
- Turn a change finding into actionable work.
- Keep monitoring follow-up in Clientary.
- Reduce the chance that a relevant update is forgotten.
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 when an incoming request reports a relevant monitored-page change, and include the page and change summary if supplied.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one real change report and review the task title.
Questions about this workflow
Does this monitor a website by itself?
No. Agenty research or monitoring runs outside this workflow; Notis starts when the configured webhook receives a request.
Can it assign a task?
The task action supports an optional assignee. Include an assignee in your instruction or request only when you have a reliable identifier.
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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