Carry Agiled project milestones into Clientary tasks
Notis can scan your Agiled projects on a schedule and turn eligible milestones into Clientary tasks.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create Task
Why this helps
Milestones that live in a project overview are easy to overlook when day-to-day work is tracked elsewhere.
- Make actionable milestones easier to track
- Reduce repeated task entry
- Report milestones without enough detail
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: review Agiled milestones and create Clientary tasks for actionable items not already tracked there.
- 4Pick a recurring Notis schedule and choose where run reports should go.
- 5Run it on one real project and review the resulting task list.
Questions about this workflow
Can a task be attached to a Clientary project?
The listed Create Task action can optionally associate a task with a project. Have Notis use a matching project only when it can identify one.
Will every milestone become a task?
You can specify which milestones count as actionable and ask Notis to check for existing tasks before creating them.
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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