Keep planned client check-ins visible in Clientary
Let a routine check-in appear as a task so it does not depend on memory alone.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create Task
Why this helps
Client check-ins can slip when recurring follow-up has no visible task or owner.
- Make recurring client care visible as a task.
- Reduce the need to remember each check-in manually.
- Use supplied client or assignee context when available.
Setup
Build it in a few focused steps.
- 1Connect Agile CRM and Clientary once in the Notis portal.
- 2Create an automation and describe the check-in task and the client context to use.
- 3Ask Notis to create a Clientary task on each scheduled run when the run context includes a specific check-in title and any relevant client or assignee details.
- 4Pick a recurring schedule trigger and choose where run reports should go.
- 5Test one run and verify the task is clear and actionable.
Questions about this workflow
Does this read client contact history from Agile CRM?
No Agile CRM trigger events or history retrieval are listed. Supply the client context and task details in the automation or run context.
Can I assign the task?
The action supports an optional assignee. Include the assignee detail when it is known and relevant.
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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