Log approved work hours in Clientary
Once a work log is approved, pass its project and hours details to Notis so they can be recorded in Clientary.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Project Hours
Logs hours worked on a project as a new time entry.
Why this helps
Hours recorded in documents are easy to forget when it is time to update project tracking.
- Reduce the gap between approved work and recorded time.
- Use the work log as context for the time entry.
- Avoid reconstructing project hours from documents later.
Setup
Build it in a few focused steps.
- 1Connect Clientary in Notis and arrange for approved ActiveMerge work logs to send an HTTP request to a Notis webhook.
- 2Create an automation in Notis from any channel, or in Automations, New Automation.
- 3In one instruction, ask Notis to create a Clientary project hours entry using the project, title and hours included in the request.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one real approved work log and review the resulting entry.
Questions about this workflow
What needs to be in the webhook request?
Include the project identifier, entry title and number of hours. The workflow cannot supply missing project or hours information.
Does ActiveMerge provide the trigger?
No ActiveMerge trigger events are listed. The workflow starts when the approved work log process sends an HTTP request to Notis.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link ActiveMerge to Clientary. A trigger fires from one place; an action lands in another.
ActiveMerge 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.
ActiveMerge and Clientary, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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