Keep tasks aligned when the work changes
Send a change request to Notis and update the existing Clientary task so the next step stays clear.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Update Task
Updates an existing task.
Why this helps
A changed request can leave the task behind, causing confusion about what is actually expected.
- Keep task details aligned with updated requests.
- Reduce back and forth about the latest expectation.
- Update the next step where the work is tracked.
Setup
Build it in a few focused steps.
- 1Connect Clientary once in the Notis portal.
- 2Create an automation and describe how to revise an existing task.
- 3Choose a webhook trigger for scope change requests.
- 4Choose where run reports should go.
- 5Test with one real change and verify the intended task was updated.
Questions about this workflow
What identifies the task to update?
Supply the existing task ID. Only fields you specify should be changed.
Can the task be marked complete?
Yes. The action can update completion status when your instruction calls for it.
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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