Give Abuse Reports an Investigation Task
Turn report details into a task with a clear investigation trail.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Task
Why this helps
Abuse report details can remain in the reporting tool without a visible owner or next action.
- Create a task from a report reference or supplied report details.
- Keep investigation work visible in Clientary.
- Include a client or project association when the request provides one.
Setup
Build it in a few focused steps.
- 1Connect Abuselpdb and Clientary once in the Notis portal.
- 2Create an automation in the portal or tell Notis in plain language.
- 3In one instruction, ask Notis to use the report context in the webhook request to create a Clientary investigation task.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one real example and include the needed report context and any client or project identifier.
Questions about this workflow
Does the webhook need to include the full report?
It should include the details needed to identify or retrieve the report and describe the task. The available context does not specify webhook payload fields.
Does this automatically assign an investigator?
Only ask for assignment when the request or available Clientary data provides a reliable assignee.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Abuselpdb to Clientary. A trigger fires from one place; an action lands in another.
Abuselpdb 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
Creates an invoice, optionally linked to a client.
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
Logs hours worked on a project as a new time entry.
Connect any two apps with Notis in the middle.
Abuselpdb and Clientary, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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