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Notis

Catch unbilled project hours each week

Keep time tracking close to delivery so billable work does not disappear.

Trigger

Recurring schedule

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

Action

List Project Hours

Tool to retrieve all time tracking entries logged against a specific project. Use when you need to fetch hour entries for a particular project, optionally filtering by billed or unbilled status.

Why this helps

Hours are logged inconsistently and billing gaps are discovered after the work is hard to remember.

  • Reduce missed billable time
  • Improve invoice readiness
  • Keep project records accurate

Setup

Build it in a few focused steps.

  • 1Connect 0CodeKit and Clientary in Notis once.
  • 2Create an automation named Project Hours Review.
  • 3Tell Notis to list hours for selected Clientary projects, identify unbilled or unusual entries, and summarize follow up actions.
  • 4Choose a recurring schedule and report channel.
  • 5Test with one real project review.

Questions about this workflow

Can it review billed and unbilled entries?

Yes, the Clientary action supports filtering by billed or unbilled status.

Can it create invoices?

No invoice creation action is provided here; this workflow prepares the time data for your next billing step.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link 0CodeKit to Clientary. A trigger fires from one place; an action lands in another.

0CodeKit triggers

Clientary actions

Recurring trigger

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

TriggerScheduled

Create Client

Tool to create a new client record in Clientary. Use when you need to add a new client to the system with company details and contact information.

ActionInstant

Webhook trigger

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

TriggerInstant

Create Contact

Tool to create a new contact within a specified client. Use when you need to add a contact to a client account with name and email as required fields.

ActionInstant

Create Expense

Tool to create a new expense record in Clientary to track expenditures within your account. Use when you need to record expenses, optionally assigning them to specific clients or projects. Requires an amount field.

ActionInstant

Create Lead

Tool to create a new lead record in Clientary. Use when you need to add a new lead to the system with company details and contact information.

ActionInstant

Create Project

Tool to create a new project in Clientary with name and rate. Use when you need to set up a new project for tracking time, expenses, or managing client work.

ActionInstant

Create Task

Tool to create a new task in Clientary. Use when you need to create a task with a title, optionally associating it with a project and assignee.

ActionInstant

Delete Client

Tool to remove a client and all associated projects, invoices, estimates, and contacts. Use when you need to permanently delete a client from Clientary. WARNING: Deletions are permanent and not reversible.

ActionInstant

Delete Lead

Tool to permanently delete a lead and all associated Estimates and Contacts. Use when you need to remove a lead that is no longer needed. Warning: This action is irreversible.

ActionInstant

Connect any two apps with Notis in the middle.

0CodeKit and Clientary, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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