Move approved work from Ably into Clientary project tracking
Once work is explicitly approved and the required details are ready, start tracking it in Clientary.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
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.
Why this helps
Approved work can wait in a handoff thread before anyone creates the project needed to track it.
- Create a project only from an explicitly approved brief.
- Use the required project name and rate provided.
- Reduce lag between approval and project tracking.
Setup
Build it in a few focused steps.
- 1Connect Ably and Clientary once in the Notis portal.
- 2Create a named automation in Automations, New Automation.
- 3Ask Notis in one instruction to create a Clientary project only when the webhook brief explicitly marks work approved and supplies the project name and rate.
- 4Choose the webhook trigger and run-report destination.
- 5Test with one real approved brief and review the project.
Questions about this workflow
Will a proposal or tentative brief create a project?
No. The instruction should require an explicit approval indicator in the webhook request.
What if the approved brief is missing the rate?
Do not guess. Have Notis report the missing required information for follow-up.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Ably to Clientary. A trigger fires from one place; an action lands in another.
Ably 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.
Ably and Clientary, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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