Start location-aware client projects
Move from confirmed location details to a ready project record with less setup friction.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Project
Creates a new project for tracking client work, time, or expenses.
Why this helps
Project setup often stalls while you hunt for the right client context and re-enter location information.
- Create a project from a single request
- Retain relevant verified location context for the work
- Flag missing project name or rate
Setup
Build it in a few focused steps.
- 1Connect Addresszen and Clientary once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3Tell Notis to create a Clientary project using the submitted project name and rate, and retain the Addresszen-verified location context in its decision or report.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one real project request.
Questions about this workflow
What does Clientary require for this action?
The listed Create Project action requires a project name and rate.
Does the action store an address field?
The event description does not specify an address field. Addresszen results can inform the workflow, but storage depends on supported Clientary fields.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Addresszen to Clientary. A trigger fires from one place; an action lands in another.
Addresszen 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.
Addresszen and Clientary, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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