Start Clientary projects from Ably kickoff briefs
A project kickoff can become a trackable Clientary project as soon as the essential details are ready.
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
Project details get repeated across kickoff chats, notes, and the system where hours and expenses are tracked.
- Create a project from a supplied kickoff brief.
- Use the project name and rate provided in the request.
- Reduce delay between kickoff and work 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.
- 3In one instruction, ask Notis to create a Clientary project when the webhook contains a kickoff brief with the required project name and rate.
- 4Select the webhook trigger and where run reports go.
- 5Test with one real kickoff brief and inspect the project.
Questions about this workflow
What must the kickoff brief include?
The Clientary project action requires a name and rate. The webhook should supply both.
Can Notis infer a rate from the brief?
No. Have the request provide the rate explicitly rather than relying on an assumption.
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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