Start delivery with a Clientary project from the sales handoff
Turn the sold scope into a project record without re-entering the basics.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Project
Creates a new project for tracking client work, time, or expenses.
Why this helps
Sales-to-delivery transitions lose momentum when project setup waits on manual re-entry.
- Reduce setup work after a sale.
- Carry the supplied project name and rate into Clientary.
- Give delivery a clear starting record.
Setup
Build it in a few focused steps.
- 1Connect Agile CRM and Clientary once in the Notis portal.
- 2Create an automation by telling Notis when a sales handoff is ready for project setup.
- 3Ask Notis to create a Clientary project only when the webhook includes the project name and rate, plus any relevant client details supported by the action.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one real handoff and confirm the project details.
Questions about this workflow
What must the webhook include?
The action requires a project name and rate. Include any additional details needed to establish the project context.
Can this infer a rate from the opportunity?
Only if the rate is present in the request or supplied in the automation instruction. The available context does not describe an Agile CRM trigger or rate lookup.
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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