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Notis

Catch project hours missing from Clientary

Let Notis compare time records and create the missing Clientary hour entries before billing or reporting.

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

Hours entered in Agiled may be absent from Clientary when it is time to review project effort.

  • Spot missing project hours
  • Reduce billing-time corrections
  • Report ambiguous 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: compare available Agiled time entries with Clientary project hours and create only entries that are clearly missing.
  • 4Pick a recurring Notis schedule and choose where run reports should go.
  • 5Reconcile one real time entry and verify its title, hours, and project in Clientary.

Questions about this workflow

What details are needed to create project hours?

The Clientary action requires a specific project, a title, and an hours count.

How should uncertain matches be handled?

Ask Notis to report entries with unclear project or duplicate status for review instead of creating them.

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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