Keep active Agiled clients represented in Clientary
Let Notis periodically check the client list and create Clientary records for active clients that are missing.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create Client
Creates a new client record.
Why this helps
Client records can drift across tools, leaving project and billing workflows without a consistent client record.
- Catch missing client records
- Reduce repeated directory checks
- Report uncertain matches for review
Setup
Build it in a few focused steps.
- 1Connect Agiled and Clientary to Notis once.
- 2Create an automation in Automations, New Automation, or tell Notis to create it from any channel.
- 3Describe the outcome: compare active Agiled clients with Clientary and create only clients with no confident matching record.
- 4Pick a recurring Notis schedule and choose where run reports should go.
- 5Run a small reconciliation and verify one newly created client.
Questions about this workflow
How can duplicate clients be avoided?
Ask Notis to compare available identifiers and create a record only when it finds no confident match.
What if client details are incomplete?
Have Notis report the missing details for review instead of creating an unusable record.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agiled to Clientary. A trigger fires from one place; an action lands in another.
Agiled 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.
Agiled and Clientary, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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