Keep Agile CRM follow-ups from slipping through the cracks
Turn the next step into a Clientary task your team can act on.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Task
Why this helps
Follow-up commitments are easy to miss when they stay buried in CRM notes or handoff messages.
- Make a supplied follow-up visible as a task.
- Preserve the action title and context from the request.
- Reduce the mental load of tracking next steps across tools.
Setup
Build it in a few focused steps.
- 1Connect Agile CRM and Clientary once in the Notis portal.
- 2Create an automation by describing which follow-ups should become tasks.
- 3Ask Notis to create a Clientary task for each webhook request that includes an actionable follow-up title and any relevant project or assignee details.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one real follow-up and review the created task.
Questions about this workflow
Does this create tasks for every Agile CRM activity?
No. Agile CRM has no listed trigger events. The webhook request must identify the follow-up that should become a task.
Does the task need a project or assignee?
The action allows a title and optional project or assignee. Include those details in the request when they are relevant and known.
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
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Clientary.