Set up authorized Agiled work in Clientary
Use a work authorization webhook to start tracking the project in Clientary without re-entering its basics.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Project
Creates a new project for tracking client work, time, or expenses.
Why this helps
Authorized work may begin before the project is set up in the system used for tracking hours and expenses.
- Start tracking authorized work promptly
- Carry over the project name and rate
- Report missing setup details
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 project for newly authorized Agiled work using its available name and rate, and report missing required details.
- 4Pick the Notis webhook trigger and choose where run reports should go.
- 5Send one real authorization webhook and verify the project record.
Questions about this workflow
What is required for Clientary project creation?
The listed action requires a project name and rate.
How does this differ from the kickoff workflow?
This uses work authorization as the handoff point, so project tracking can be prepared as soon as the work is approved.
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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