Give outstanding job follow-ups a place in Clientary
Make time to turn unresolved job follow-ups into visible tasks, so the next step is easier to find when you return to work.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List Tasks
Retrieves the task list.
Why this helps
Open follow-ups can remain scattered across job notes until someone remembers to gather them.
- Create a regular moment to surface unresolved follow-ups.
- Turn actionable items into tasks in the client work system.
- Reduce the effort of deciding what needs attention next.
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 which AccuLynx follow-ups the scheduled run should review and create as Clientary tasks, including enough information to identify each actionable item.
- 4Choose a recurring schedule trigger and where run reports should go.
- 5Test with one real outstanding follow-up and review the created task.
Questions about this workflow
Where does the scheduled run get the follow-up list?
The automation needs access to the list through information supplied to the run or its connected context. AccuLynx trigger events are not listed in this package.
Will it create tasks for every item?
Describe the criteria for actionable follow-ups clearly. Review the first run to ensure it creates tasks only for items that need work.
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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