Set up project tracking for credential programs
When a scheduled check finds a credential program that needs project tracking, start a Clientary project with the supplied name and rate.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create Project
Creates a new project for tracking client work, time, or expenses.
Why this helps
Setting up project tracking from a separate credential system adds another administrative step before work can be organized.
- Create a project record for a program that needs operational tracking
- Use a supplied project rate rather than inventing one
- Report when required project details are unavailable
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 check the specified Accredible program and create a Clientary project only when it is present and a project name and rate are supplied.
- 4Choose a recurring schedule and select where run reports should go.
- 5Test using a program with a known name and supplied rate.
Questions about this workflow
Does the project rate come from Accredible?
Only if the available data provides it. Otherwise, supply the rate in your instruction or request, since Clientary requires a rate to create a project.
Will this create a project for every credential?
No. Define the particular program or condition to review. Create a project only when the information supports that specific setup.
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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