Start projects from client briefs
Move from a project brief to a trackable Clientary project while the context is fresh.
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 can stall when useful details are spread across a long client brief.
- Reduce manual setup after a brief arrives.
- Keep project creation grounded in the submitted requirements.
- Make project work easier to track from the start.
Setup
Build it in a few focused steps.
- 1Connect Ai ml api and Clientary once in the Notis portal.
- 2Create an automation in Automations, New Automation, or tell Notis to create it from any channel.
- 3Ask Notis in one instruction to analyze each brief and create a Clientary project using the supplied project name, rate, and client context.
- 4Pick the notis_webhook trigger and choose where run reports should go.
- 5Test with one real brief and verify the project details.
Questions about this workflow
Can the workflow set a rate if the brief omits one?
It should not invent a rate. Include the rate in the payload or review the run report and complete project setup separately.
Does it create a project for an existing client?
The instruction should include the intended client context or identifier when that association is needed.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Ai ml api to Clientary. A trigger fires from one place; an action lands in another.
Ai ml api 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.
Ai ml api and Clientary, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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