Turn Agiled escalations into Clientary next actions
When an issue needs attention, trigger a Clientary task with the context needed to move it forward.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Task
Why this helps
Escalated issues can get lost in discussion when no one creates a clear next action.
- Convert escalations into trackable work
- Carry context into the next action
- Link a matching project when clear
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 that summarizes the Agiled escalation and its next step, linking a matching project only when clear.
- 4Pick the Notis webhook trigger and choose where run reports should go.
- 5Send one real escalation webhook and review the task and run report.
Questions about this workflow
Can Notis decide the next step?
The instruction can ask Notis to summarize an explicitly stated next step. If the source does not provide one, have it report that a decision is needed.
Can the task have an assignee?
The listed action optionally supports an assignee, but the workflow should use one only when the responsible person is identifiable.
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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