Turn Agiled proposal acceptance into a Clientary next step
Once a proposal is accepted, Notis can create the first delivery task so the kickoff does not get lost in the handoff.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Task
Why this helps
A signed proposal can sit between sales and delivery while someone figures out what happens next.
- Make the sales-to-delivery handoff actionable
- Capture the accepted work context
- Link the task when a matching project is available
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 task for the next delivery step after acceptance, using available project context and an existing matching project if clear.
- 4Pick the Notis webhook trigger and choose where run reports should go.
- 5Send one real acceptance webhook and verify the task title and association.
Questions about this workflow
Does this create a project too?
No. It creates a task. If project creation is needed, use a separate workflow with the Clientary Create Project action.
What should the task say?
Describe the next concrete delivery step in the automation instruction, or ask Notis to derive a concise task title from the accepted project details.
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
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Clientary.