Move an Affinity relationship into project delivery
When the work is ready, create its project record with the details already in the handoff.
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
The transition from a deal or relationship decision to actual project setup can stall in a busy founder's inbox.
- Create a project as soon as the handoff is ready.
- Carry the project name and rate from the supplied context.
- Reduce delays between relationship decisions and delivery setup.
Setup
Build it in a few focused steps.
- 1Connect Affinity and Clientary once in the Notis portal.
- 2Create an automation in Automations, New Automation, for project launch.
- 3Tell Notis to create a Clientary project when a request confirms work is ready, using the project name and rate provided.
- 4Choose the notis_webhook trigger and select a report destination.
- 5Test with one real project handoff and inspect the created project.
Questions about this workflow
What does the request need for a project?
The listed action creates a project with a name and rate. Include both in the webhook request.
Can this trigger from an Affinity pipeline event directly?
No Affinity trigger events are listed here. The workflow starts from a notis_webhook request containing the handoff.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Affinity to Clientary. A trigger fires from one place; an action lands in another.
Affinity 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.
Affinity and Clientary, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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