Keep Agiled client contacts available in Clientary
Send a webhook when a contact is ready, and ask Notis to add that person to the corresponding Clientary client.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Contact
Creates a new contact for a client.
Why this helps
A client record can exist in both systems while the people you need to reach are missing from one of them.
- Keep client contact details accessible
- Associate contacts with the appropriate client
- Surface cases where no matching client exists
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: find the matching Clientary client and add the Agiled contact with its available name and email; report if no client matches.
- 4Pick the Notis webhook trigger and choose where run reports should go.
- 5Send one real contact webhook and verify the contact is attached to the intended client.
Questions about this workflow
What information is required to create a contact?
The listed Clientary action requires a name and email, and the contact must be associated with a specified client.
What if there is no matching Clientary client?
Have Notis report the mismatch for review instead of guessing which client should own the contact.
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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