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Notis

Bring Agiled time entries into Clientary project hours

Let Notis periodically find billable or reportable time in Agiled and log it against the corresponding Clientary project.

Trigger

Recurring schedule

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

Action

Create Project Hours

Logs hours worked on a project as a new time entry.

Why this helps

Time spent in one project tool can be forgotten when hours need to be recorded in another.

  • Reduce duplicate time entry
  • Keep project hours up to date
  • Flag entries without a clear project match

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: find eligible Agiled time entries, match them to Clientary projects, and create hour records with available titles and hours.
  • 4Pick a recurring Notis schedule and choose where run reports should go.
  • 5Run it on one real time entry and confirm the project and hours in Clientary.

Questions about this workflow

What does Clientary require for a project hour entry?

The listed action creates a time entry for a specific project with a title and hours count.

How can I avoid duplicate hour entries?

Instruct Notis to check Clientary for an existing entry using available identifying details before creating another.

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.

TriggerScheduled

Create Client

Creates a new client record.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Create Contact

Creates a new contact for a client.

ActionInstant

Create Expense

Creates a new expense record.

ActionInstant

Create Lead

Creates a new lead record.

ActionInstant

Create Invoice

Creates an invoice, optionally linked to a client.

ActionInstant

Create Project

Creates a new project for tracking client work, time, or expenses.

ActionInstant

Delete Client

Permanently deletes a client and its related projects, invoices, estimates, and contacts; this cannot be undone.

ActionInstant

Create Project Hours

Logs hours worked on a project as a new time entry.

ActionInstant

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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