Turn approved Agiled clients into Clientary records
Keep client setup moving by asking Notis to create a Clientary record when you send an approval webhook from your Agiled workflow.
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
Approved clients can sit in Agiled while someone still needs to enter their details into Clientary.
- Reduce duplicate client entry
- Carry over available company details
- Flag missing details 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: create a Clientary client from the approved client's available Agiled details, and report missing required information.
- 4Pick the Notis webhook trigger and choose where run reports should go.
- 5Send one real approval webhook and check the Clientary record and run report.
Questions about this workflow
Does Agiled provide the trigger for this workflow?
No Agiled trigger event is listed. The workflow starts when a Notis webhook receives an HTTP request, and Notis can use the connected Agiled access to find the relevant details.
What happens if client details are incomplete?
Instruct Notis to report missing required information so you can complete it before creating a usable 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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