Give each new client a clear first onboarding step
Turn the proposal handoff into a concrete task that helps delivery get moving.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Task
Why this helps
After a proposal is accepted, onboarding details can be overlooked while the team shifts from selling to delivery.
- Make onboarding steps visible as tasks.
- Keep the task tied to a supplied project or assignee when available.
- Reduce the gap between a sales handoff and delivery kickoff.
Setup
Build it in a few focused steps.
- 1Connect Agile CRM and Clientary once in the Notis portal.
- 2Create an automation and describe which confirmed proposal handoffs need an onboarding task.
- 3Ask Notis to create a Clientary task when the webhook confirms the handoff and includes a specific onboarding task title and any relevant project or assignee context.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one real proposal handoff and review the task.
Questions about this workflow
Does proposal acceptance automatically trigger this?
No Agile CRM trigger event is listed. A webhook request must confirm the handoff and provide the task details.
Can I create several onboarding tasks from one request?
The task action creates a task. For multiple tasks, send distinct webhook requests or describe a supported multi-step outcome and verify each result.
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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