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Notis

Connect Acculynx to Clientary

When something happens in Acculynx, Notis takes the next step in Clientary. Describe what you want in plain English, or start from one of the examples below.

When this happens · Trigger

Do this · Action

Examples

Ways Notis can move work from Acculynx to Clientary

View example

Turn an AccuLynx Lead Into a Clientary Lead

Send new AccuLynx lead details to Clientary so prospective work is ready for follow-up in one place.

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Add a Qualified AccuLynx Prospect as a Client

When your webhook identifies a prospect as ready for client setup, create their Clientary client record.

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Carry AccuLynx Contact Details Into Clientary

Add a contact in Clientary from an incoming AccuLynx webhook when the related client is identified.

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Create a Clientary Project From an AccuLynx Job

Use an incoming AccuLynx job handoff to create a Clientary project for tracking client work.

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Create a Clientary Follow-Up Task From a Job Update

Turn an AccuLynx webhook request into a Clientary task for a project follow-up that should not be forgotten.

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Log Completed AccuLynx Work as Clientary Project Hours

Turn a webhook about completed work into a Clientary time entry with a title and hours count.

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Record an AccuLynx Job Cost as a Clientary Expense

Create a Clientary expense from a job cost submitted through a Notis webhook, with the amount required.

View example

Prepare a Clientary Invoice From an AccuLynx Billing Handoff

Create a Clientary invoice when a webhook indicates billing is ready and supplies the required invoice details.

View example

Send a Clientary Invoice Message After Billing Is Ready

Send an invoice message from Clientary when an incoming webhook says the invoice is ready to send.

Supported Triggers and Actions

Notis builds workflows that link Acculynx to Clientary. A trigger fires from one place; an action lands in another.

Acculynx triggers

Clientary actions

Recurring trigger

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

TriggerScheduled

Create Client

Creates a new client record.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Create Contact

Creates a new contact for a client.

ActionInstant

Create Expense

Creates a new expense record.

ActionInstant

Create Lead

Creates a new lead record.

ActionInstant

Create Invoice

Creates an invoice, optionally linked to a client.

ActionInstant

Create Project

Creates a new project for tracking client work, time, or expenses.

ActionInstant

Delete Client

Permanently deletes a client and its related projects, invoices, estimates, and contacts; this cannot be undone.

ActionInstant

Create Project Hours

Logs hours worked on a project as a new time entry.

ActionInstant
Trigger Types

Four ways to start an automation.

A trigger is the event that kicks a workflow off. Notis supports four kinds: an event in a connected app, an inbound webhook, a recurring schedule, and soon, your own database.

Integration triggers

Fire when something happens inside a connected app. New Notion page, Stripe charge, Linear issue: any of 1,000+ apps can start a workflow.

New Notion pageStripe chargeCalendar event

Webhook triggers

A unique URL per workflow. Anything that can send an HTTP POST can start an automation, including no-code tools that speak webhooks.

Any HTTP POSTCustom backendIoT event
Works with
ZapierPipedream
Most used

Recurring triggers

Cron-style schedules run a workflow on the clock. Daily standups, hourly syncs, business-hours-only digests: the workhorse of Notis.

Daily · 8:00HourlyWeekdays only
Coming soon

Database triggers

Watch a row, query, or threshold in your own database and fire the moment the data changes. Row inserted, value crosses a limit, query starts matching.

Row insertedValue > limitQuery match
Why AI automation

Classic automation breaks. AI adapts.

Same triggers and actions, smarter middle. AI handles the fuzziness that breaks traditional Zapier-style workflows the moment a field gets renamed.

Classic automationAI automation
Cost
$ · pay per run
$$ · AI models per run
Reliability
Breaks on schema change
Adapts to format changes
Setup
Click 8 dropdowns
Describe it in English
Handles fuzzy
Hard-coded fields only
Reads intent, summarises
Human in loop
Bolted on
Built in · approval inbox
Maintenance
You own every break
Self-heals · we own it
Ease of use

Describe it. Notis builds it.

Skip the visual builder. Tell Notis what you want, in plain English. It writes the workflow, you review and deploy.

Notis

You · in the Notis Builder

NEW

“When a row gets added to the Q4 OKRs Notion database and the status is Blocked, send a Telegram message to the owner with a summary of what's blocking, and ping me if there's no reply within 24 hours.”

Notis built this automation:

TriggerRow added to "Q4 OKRs"
Condition✦Status = "Blocked"
AI step✦Summarise the blocker in plain English
ActionDM the row owner with summary
Timeout✦No reply in 24h → ping you
Observability

Watch every run.

Notis Desktop is Mission Control for your AI automations. See every run, replay, edit, or rewind. Set approval gates so Notis pauses before destructive actions.

  • Full run history with inputs, outputs and traces
  • Replay any run with edited inputs
  • Approval inbox, confirm via chat in one tap
  • Audit logs for compliance teams

Automations

Inbox

All12Manager5Telegram1Messages0Whatsapp2Email4Slack8

Migrate background jobs to a durable queue You can cancel it through Stripe

3 days

Notis v3 release update This one’s v3: Notis Manager (desktop app with …

8 days

Add multi-tenant RBAC User initiates a voice call

13 days

Draft pricing v (tiers, limits, overages) and sanity-check margins

2 weeks

Verify analytics events for new features That’s a really interesting automat…

1 month

Everything in the box.

Whatever starts the workflow, the platform underneath is the same: a thinking brain, full visibility, and you in control.

AI in the middle

Every step can include an LLM call: summarise, classify, extract, rewrite.

Full observability

Every run, every step, every input, all replay-able from Mission Control.

Human in the loop

Pause for approval. Notis pings you in chat with one-tap approve.

Self-healing

When an API changes shape, Notis adapts the parser. Less midnight fire-fighting.

Related pairs

More ways to connect Acculynx and Clientary

Connect any two apps with Notis in the middle.

Acculynx and Clientary, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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