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Notis

Log confirmed client work in Clientary project hours

Capture delivery time while the work context is still at hand.

Trigger

Webhook received

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

Action

Create Project Hours

Logs hours worked on a project as a new time entry.

Why this helps

Hours are easy to forget when delivery updates live in CRM conversations instead of the time-tracking system.

  • Reduce delayed time entry.
  • Keep the work title with the logged hours.
  • Use a supplied project reference for accurate tracking.

Setup

Build it in a few focused steps.

  • 1Connect Agile CRM and Clientary once in the Notis portal.
  • 2Create an automation and describe what makes a delivery update ready to log.
  • 3Ask Notis to create a Clientary project hours entry only when the webhook supplies a project reference, title, and confirmed hours count.
  • 4Pick the webhook trigger and choose where run reports should go.
  • 5Test with one real, verified time entry and check the associated project.

Questions about this workflow

Can this estimate hours from an Agile CRM note?

The workflow should log confirmed hours supplied in the request. The context does not describe an Agile CRM trigger or a source of time estimates.

What information is needed?

Include the project reference, a title, and the hours count so the time entry has clear context.

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.

TriggerScheduled

Create Client

Creates a new client record.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Create Contact

Creates a new contact for a client.

ActionInstant

Create Expense

Creates a new expense record.

ActionInstant

Create Lead

Creates a new lead record.

ActionInstant

Create Invoice

Creates an invoice, optionally linked to a client.

ActionInstant

Create Project

Creates a new project for tracking client work, time, or expenses.

ActionInstant

Delete Client

Permanently deletes a client and its related projects, invoices, estimates, and contacts; this cannot be undone.

ActionInstant

Create Project Hours

Logs hours worked on a project as a new time entry.

ActionInstant

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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