Update Clientary projects from clear change requests
Keep project details in step with decisions made in conversations, without manually tracking every change.
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
Project rates, descriptions, budgets, and status can drift when a decision stays in a conversation thread.
- Apply explicit changes to the identified project.
- Update supplied project details such as rate, budget, or status.
- Reduce the gap between a project decision and its recorded details.
Setup
Build it in a few focused steps.
- 1Connect Ably and Clientary once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name.
- 3In one instruction, ask Notis to update the Clientary project identified by the webhook using only the project changes included in the request.
- 4Choose the webhook trigger and where run reports should go.
- 5Test with one real project change request and inspect the result.
Questions about this workflow
What does the request need to include?
Include the existing project ID and the explicit fields to change.
Will unspecified project fields be overwritten?
The action supports partial changes. Instruct Notis to leave fields untouched unless the request includes a new value.
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.
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Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
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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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