Keep project records current as terms change
Send the agreed project change to Notis and update the existing Clientary project record.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Update Project
Updates an existing project.
Why this helps
Project terms can drift between an agreement and the system used to track the work.
- Keep project records aligned with agreed changes.
- Reduce manual edits after scope or rate decisions.
- Update only the details included in the request.
Setup
Build it in a few focused steps.
- 1Connect Clientary once in the Notis portal.
- 2Create an automation and describe which project changes to apply.
- 3Choose a webhook trigger for approved project change requests.
- 4Choose where run reports should go.
- 5Test with one real request and verify the specified project.
Questions about this workflow
What identifies the project?
Provide the existing project ID in the request or instruction.
Can it update only the new budget?
Yes. The action supports partial updates, so specify only the field that should change.
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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