Start renewal preparation with a clear Clientary task
Give renewal work a visible next step before it becomes a last-minute scramble.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create Task
Why this helps
Renewal preparation can get crowded out until the team is too close to the decision date.
- Put a supplied renewal step into the task system.
- Support earlier, more deliberate preparation.
- Keep the task specific to the account context provided.
Setup
Build it in a few focused steps.
- 1Connect Agile CRM and Clientary once in the Notis portal.
- 2Create an automation and describe the renewal preparation task and schedule.
- 3Ask Notis to create a Clientary task on each scheduled run only when the run context includes a specific account and actionable next step.
- 4Pick a recurring schedule trigger and choose where run reports should go.
- 5Test one run with supplied account context and check the task.
Questions about this workflow
Will this identify upcoming renewals in Agile CRM?
No Agile CRM trigger events or renewal lookup are listed. Supply the renewal account and next step in the automation context.
How do I avoid generic tasks?
Include a specific actionable title and the account context for the scheduled run.
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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