Schedule a monthly Clientary close task
Give your monthly close a dependable place on the calendar with a recurring task in Clientary.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create Task
Tool to create a new task in Clientary. Use when you need to create a task with a title, optionally associating it with a project and assignee.
Why this helps
Monthly review work is easy to postpone when it depends on remembering to create a reminder each time.
- Keep a recurring review visible in your task list.
- Reduce the effort of recreating the same reminder.
- Make time for a consistent review of client work and expenses.
Setup
Build it in a few focused steps.
- 1Connect Clientary once in the Notis portal.
- 2Create an automation in the portal or tell Notis from any channel.
- 3In one instruction, ask Notis to create a monthly Clientary task reminding you to review the prior month's client work and expenses.
- 4Pick a recurring schedule trigger and choose where run reports should go.
- 5Test with one real scheduled run.
Questions about this workflow
Can I choose when the task is created?
Choose the recurring schedule when setting the trigger in Notis.
Does this review or reconcile the expenses automatically?
No. This workflow creates the reminder task. The review itself happens when you complete the task.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agent mail to Clientary. A trigger fires from one place; an action lands in another.
Agent mail triggers
Clientary actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Client
Tool to create a new client record in Clientary. Use when you need to add a new client to the system with company details and contact information.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Contact
Tool to create a new contact within a specified client. Use when you need to add a contact to a client account with name and email as required fields.
New Email Received
Trigger for new emails in an AgentMail inbox
Create Expense
Tool to create a new expense record in Clientary to track expenditures within your account. Use when you need to record expenses, optionally assigning them to specific clients or projects. Requires an amount field.
Create Lead
Tool to create a new lead record in Clientary. Use when you need to add a new lead to the system with company details and contact information.
Create Project
Tool to create a new project in Clientary with name and rate. Use when you need to set up a new project for tracking time, expenses, or managing client work.
Create Task
Tool to create a new task in Clientary. Use when you need to create a task with a title, optionally associating it with a project and assignee.
Delete Client
Tool to remove a client and all associated projects, invoices, estimates, and contacts. Use when you need to permanently delete a client from Clientary. WARNING: Deletions are permanent and not reversible.
Delete Lead
Tool to permanently delete a lead and all associated Estimates and Contacts. Use when you need to remove a lead that is no longer needed. Warning: This action is irreversible.
Connect any two apps with Notis in the middle.
Agent mail and Clientary, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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