Keep credential program work hours recorded
Turn supported work records into Clientary time entries on a schedule, using only hours and project details that are actually available.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create Project Hours
Logs hours worked on a project as a new time entry.
Why this helps
Time spent on credential operations can be forgotten when it is tracked separately from client project work.
- Record credential work against a specified Clientary project
- Use supplied hour counts rather than estimating time
- Surface records that lack a project or hours count
Setup
Build it in a few focused steps.
- 1Connect Accredible certificates and Clientary once in Notis.
- 2Create an automation in Automations, New Automation.
- 3Tell Notis to review the specified work records and create a Clientary project hour entry only when the project, entry title, and hours count are provided.
- 4Choose the recurring schedule and report destination.
- 5Test with one real work record and verify its project and hours.
Questions about this workflow
Can a certificate record tell how long the work took?
Not necessarily. The workflow needs a supplied hours count and project details; it should report missing information instead of estimating time.
Does the workflow create a project if one is missing?
No. It logs hours for a specific project. Set up the project separately when needed.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Accredible certificates to Clientary. A trigger fires from one place; an action lands in another.
Accredible certificates 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.
Accredible certificates and Clientary, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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