Start delivery when an Affinity commitment is ready
Turn a confirmed commitment into a project record that is ready for delivery tracking.
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
A verbal or recorded commitment can be easy to celebrate and still leave project setup waiting.
- Connect a confirmed commitment to delivery setup.
- Create the project with its supplied name and rate.
- Reduce lag between agreement and kickoff.
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 commitment-to-kickoff handoff.
- 3Tell Notis to create a Clientary project only when the incoming request confirms the commitment and provides a project name and rate.
- 4Choose the notis_webhook trigger and a run-report destination.
- 5Test with one real commitment and verify the project details.
Questions about this workflow
Can this infer a project rate from the company record?
Only if the rate is present in information available to the automation. Otherwise include it in the request or have Notis flag it as missing.
Does a webhook request mean the commitment is confirmed?
Not automatically. Your request should clearly indicate confirmation, and the automation instruction should require that signal.
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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