Keep project status current with a scheduled review
Create a regular point to review project status and apply the agreed update in Clientary.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Update Project
Updates an existing project.
Why this helps
Project records can stay stale when status changes are not captured during a busy week.
- Make project status updates part of a routine.
- Keep project records current after review.
- Reduce the chance of leaving a known change unrecorded.
Setup
Build it in a few focused steps.
- 1Connect Clientary once in the Notis portal.
- 2Create an automation and specify the project and update rule.
- 3Choose the recurring schedule as the trigger.
- 4Choose where run reports should go.
- 5Test with one run and verify the project and status.
Questions about this workflow
Can it decide a project's status from context?
Only when you provide a clear decision rule and the information needed to apply it. Otherwise specify the status to set.
What should I include?
Identify the project and provide the status or other fields to update.
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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