Turn job follow-ups into Clientary tasks
Capture the next action while the job context is fresh, then keep it visible alongside your client work.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Task
Why this helps
Small job follow-ups often disappear between inboxes, project records, and the next urgent request.
- Put a clear next action into the task list.
- Reduce the mental load of remembering follow-ups.
- Keep task context tied to a project when the webhook provides one.
Setup
Build it in a few focused steps.
- 1Connect AccuLynx and Clientary once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3Describe that each webhook request containing a follow-up should create a Clientary task with its title and available project or assignee context.
- 4Choose the webhook trigger and where run reports should go.
- 5Test with one real follow-up and confirm the task details.
Questions about this workflow
Does Clientary require a project for every task?
The action allows a task title and optionally a project and assignee. Include those details when they are available and relevant.
Can the webhook decide which updates need a task?
Yes, the sender can call the webhook only for follow-ups, or include context for Notis to interpret in the automation prompt.
When this happens · Trigger
Do this · Action
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.
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.
Acculynx and Clientary, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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