Complete Clientary client contacts from Agiled
Let Notis review the client directory and fill contact gaps when Agiled has the right person details.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create Contact
Creates a new contact for a client.
Why this helps
Client records without a usable contact make proposals, invoices, and follow-up harder to manage.
- Find contact gaps in routine reviews
- Add only contacts with required details
- Report ambiguous client matches
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 matching Clientary clients without a contact and add an Agiled contact only when name and email are available.
- 4Pick a recurring Notis schedule and choose where run reports should go.
- 5Run the review on one real client and verify the new contact.
Questions about this workflow
What does Clientary need to create a contact?
The listed action requires a name and email, plus a specified client.
What if multiple clients look similar?
Ask Notis to report ambiguous matches for review instead of attaching a contact to a guessed client.
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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