Turn Agiled retainer approvals into Clientary recurring schedules
Once a retainer is approved, Notis can set up the recurring invoice schedule using the details already available.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Recurring Schedule
Sets up recurring invoice generation for a client at regular intervals.
Why this helps
Retainers can require repeated invoice setup if recurring billing details are not carried into the invoicing system.
- Reduce repeated invoice setup
- Carry over approved billing cadence
- Check required schedule details before creation
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 recurring schedule for an approved retainer only when client, next date, interval, currency, and due period are available.
- 4Pick the Notis webhook trigger and choose where run reports should go.
- 5Send one real retainer approval webhook and verify the schedule details in Clientary.
Questions about this workflow
What information does Clientary require for a recurring schedule?
The listed action requires client_id, next_date, time_interval, currency_code, and due_period.
Will this create an invoice immediately?
It creates a recurring schedule for automatic invoice generation. It is separate from creating an individual invoice.
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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