Keep ownership decisions visible
A scheduled staff review helps you spot gaps before work stalls.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List Staff
Tool to retrieve all staff members for an account. Use when you need to fetch a complete list of staff members from Clientary.
Why this helps
Ownership information is scattered, so tasks wait while people figure out who can act.
- Surface ownership gaps
- Support better delegation
- Reduce waiting time
Setup
Build it in a few focused steps.
- 1Connect 0CodeKit and Clientary in Notis once.
- 2Create an automation named Staff Capacity Review.
- 3Tell Notis to list Clientary staff and summarize available ownership or capacity signals, clearly marking information that is not present.
- 4Choose a recurring schedule and report channel.
- 5Test with one real staff review.
Questions about this workflow
Does Clientary provide workload totals here?
The staff action returns staff records; provide workload data separately if you need a full capacity calculation.
Can this assign tasks?
This workflow reviews staff records only; use the task update action after deciding on an assignee.
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.
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.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
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.
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.
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.
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.
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.
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.
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.
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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