Keep project terms current after scope changes
Make approved changes visible in project tracking before they affect delivery or billing.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Update Project
Tool to update an existing project in Clientary with partial or complete field modifications. Use when you need to modify project details such as name, rate, description, budget, status, or other project attributes. All fields except ID are optional - only provided fields will be updated.
Why this helps
Scope changes are agreed in conversation but project rates, budgets, or status remain outdated.
- Keep delivery and billing aligned
- Reduce contract confusion
- Preserve an accurate project record
Setup
Build it in a few focused steps.
- 1Connect 0CodeKit and Clientary in Notis once.
- 2Create an automation named Approved Scope Change to Project.
- 3Tell Notis to update the specified Clientary project with the approved name, rate, description, budget, or status changes.
- 4Choose the webhook trigger and report channel.
- 5Test with one approved scope change.
Questions about this workflow
Can only selected project fields change?
Yes, the action updates only fields supplied in the instruction or payload.
What prevents unapproved changes?
Trigger the webhook only after your review process marks the scope change approved.
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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