Keep Agiled project spend visible in Clientary
Notis can check project spending on a schedule and record expenses where the amount and association are clear.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create Expense
Creates a new expense record.
Why this helps
Project costs recorded away from the accounting workflow can be missed when reviewing delivery margin.
- Keep project costs in the expense workflow
- Reduce forgotten spend entries
- Flag unclear amounts or project 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: review Agiled project spend and create missing Clientary expenses with available amounts and clear project associations.
- 4Pick a recurring Notis schedule and choose where run reports should go.
- 5Check one real project expense and confirm the amount and association in Clientary.
Questions about this workflow
Can Clientary expenses be assigned to a project?
The listed expense action can optionally assign an expense to a project or client when those details are available.
What happens when spend has no amount?
The action requires an amount, so have Notis report the incomplete entry for review.
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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