Start Clientary projects from Agiled kickoffs
Send a kickoff webhook and let Notis create the matching Clientary project from the details Agiled already holds.
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
Starting client work in two places adds setup overhead and can leave one project tracker behind.
- Cut repeated project setup
- Carry over available project details
- Surface missing rate information
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 the Agiled kickoff using its name and rate, and report if required details are missing.
- 4Pick the Notis webhook trigger and choose where run reports should go.
- 5Send one real kickoff webhook and confirm the project details in Clientary.
Questions about this workflow
What does Clientary require for a project?
The listed Create Project action requires a name and rate.
What if the Agiled project has no rate?
Have Notis report the missing rate for review rather than inventing a value.
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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