Move new Agiled prospects into Clientary
Let Notis check for new opportunities and add the prospects that still need a Clientary lead record.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create Lead
Creates a new lead record.
Why this helps
Prospect details can be scattered across tools, making it easy to miss a follow-up or create duplicate records.
- Keep prospect records together
- Reduce manual re-entry
- Check for existing leads before creating new ones
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 new Agiled opportunities, check Clientary for matching leads, and create only missing leads with available details.
- 4Pick a recurring Notis schedule and choose where run reports should go.
- 5Run it against one real opportunity and review the created lead and report.
Questions about this workflow
Will this create a lead for every opportunity?
The instruction can ask Notis to create only opportunities that are new and not already represented in Clientary.
What if Agiled does not expose a reliable way to identify new opportunities?
The prompt should specify an available date or status to use, or report that the necessary information is missing.
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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