Start Clientary Projects From Signed Scopes
Give approved work a home in Clientary as soon as the signed scope is processed.
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
After a scope is signed, setting up the project can lag behind while someone re-enters the project name and rate.
- Create a project from an approved scope document.
- Reduce manual project setup after signature.
- Report missing project name or rate before creation.
Setup
Build it in a few focused steps.
- 1Connect Affinda and Clientary once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it for signed scope setup.
- 3Tell Notis to create a Clientary project from a signed scope only when the project name and rate are available, and report missing details.
- 4Choose the webhook trigger and select where run reports should go.
- 5Test with one real signed scope and confirm its project name and rate.
Questions about this workflow
Can it create a project if the rate is missing?
The listed action requires a rate. Instruct Notis to report the missing rate for review instead of attempting creation.
Does this workflow verify the scope is signed?
It can act on a signed-status signal included in the data or specified in your instruction. Affinda has no listed trigger event in this workflow package.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Affinda to Clientary. A trigger fires from one place; an action lands in another.
Affinda 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.
Affinda and Clientary, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Clientary.