Move from client kickoff to project setup
Capture the agreed project basics once and have Notis create the Clientary project.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Project
Creates a new project for tracking client work, time, or expenses.
Why this helps
Project setup gets delayed when kickoff decisions have to be re-entered into a separate system.
- Turn kickoff decisions into a trackable project.
- Reduce retyping of project basics.
- Make project setup part of the intake routine.
Setup
Build it in a few focused steps.
- 1Connect Clientary once in the Notis portal.
- 2Create an automation and state the project creation outcome in one instruction.
- 3Choose a webhook trigger for kickoff details, including the required project name and rate.
- 4Choose where run reports should go.
- 5Test with one real kickoff request and review the project.
Questions about this workflow
What does Clientary require to create a project?
The action description specifies a project name and rate. Include both in the kickoff details or your instruction.
Can this workflow decide the rate?
Only if you provide a rule or the rate in your instruction. Notis should not guess a rate that was not supplied.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Abstract to Clientary. A trigger fires from one place; an action lands in another.
Abstract triggers
Clientary actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Client
Creates a new client record.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Contact
Creates a new contact for a client.
Create Expense
Creates a new expense record.
Create Lead
Creates a new lead record.
Create Invoice
Create Project
Creates a new project for tracking client work, time, or expenses.
Delete Client
Permanently deletes a client and its related projects, invoices, estimates, and contacts; this cannot be undone.
Create Project Hours
Connect any two apps with Notis in the middle.
Abstract and Clientary, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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