Capture new work as a Clientary task
Send a request to Notis and get a task ready for the right project.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Task
Why this helps
Small requests buried in chats are easy to forget or leave without a clear next step.
- Give incoming work a clear task record.
- Reduce missed requests across chat and email.
- Associate tasks with a project or assignee when details are provided.
Setup
Build it in a few focused steps.
- 1Connect Clientary once in the Notis portal.
- 2Create an automation and describe how to turn a request into a task.
- 3Choose a webhook trigger for incoming work requests.
- 4Choose where run reports should go.
- 5Test with one real request and check the task details.
Questions about this workflow
Does every task need a project and assignee?
No. The action can create a task with a title and optionally associate it with a project or assignee.
Can Notis assign a task automatically?
Yes, when your instruction provides an assignment rule or the request includes the assignee.
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
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Clientary.