Put a recurring sales commitment on the Clientary task list
Give a regular sales follow-up a predictable place to land as an actionable task.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create Task
Why this helps
Recurring commitments are easy to overlook when someone must remember to recreate the same next step each time.
- Reduce the effort of recreating a recurring follow-up task.
- Keep the commitment visible in Clientary.
- Use an explicit schedule for routine work.
Setup
Build it in a few focused steps.
- 1Connect Agile CRM and Clientary once in the Notis portal.
- 2Create an automation and describe the specific recurring commitment and task details.
- 3Ask Notis to create a Clientary task when the scheduled run has the required actionable title and any relevant project or assignee details.
- 4Pick a recurring schedule trigger and choose where run reports should go.
- 5Test one scheduled run and review the task.
Questions about this workflow
Will the schedule read Agile CRM commitments automatically?
No Agile CRM trigger events are listed. Supply the commitment details in the automation or its run context.
What should I schedule?
Use a recurring schedule only for a commitment that genuinely repeats. For one-off handoffs, use a webhook 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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