Keep Agile CRM contacts connected to the right Clientary client
Make the right people easy to reach from the client account where the work happens.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Contact
Creates a new contact for a client.
Why this helps
Contacts can be scattered across systems, leaving delivery teams unsure who to contact.
- Keep client contacts close to delivery work.
- Reduce manual copying of names and email addresses.
- Use an explicit client identifier to avoid attaching a contact to the wrong account.
Setup
Build it in a few focused steps.
- 1Connect Agile CRM and Clientary once in the Notis portal.
- 2Create an automation and describe the contact handoff in one instruction.
- 3Ask Notis to create a Clientary contact using the supplied contact name, email, and matching Clientary client ID.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one real contact payload and confirm it appears under the intended client.
Questions about this workflow
Can Notis choose the right Clientary client from an Agile CRM company name?
This action requires a specified client. Include the matching Clientary client ID in the webhook payload so the contact can be attached to the intended account.
What contact details does this action require?
The provided action requires a name and email, as well as the specified client.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agile CRM to Clientary. A trigger fires from one place; an action lands in another.
Agile CRM 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.
Agile CRM and Clientary, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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