Move won Agile CRM deals into Clientary as clients
Start client work with the customer record already in place.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Client
Creates a new client record.
Why this helps
A won deal still needs a clean handoff, and manual client setup can delay the start of delivery.
- Reduce the delay between a sale and client setup.
- Carry supplied company details into the delivery system.
- Give the team one clear client record to work from.
Setup
Build it in a few focused steps.
- 1Connect Agile CRM and Clientary once in the Notis portal.
- 2Create an automation by describing the client handoff in plain language.
- 3Ask Notis to create a Clientary client only when the webhook payload identifies a won opportunity and includes the client details to use.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one real won opportunity payload and verify the client record.
Questions about this workflow
Does this workflow detect won deals in Agile CRM by itself?
No Agile CRM trigger events are listed. A webhook request must start the automation and provide the opportunity status and client details.
Can it create a client if the payload has no company name?
The workflow should only create a record when the payload provides the details needed for a valid client. Include the company or client name in the request.
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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