Give incoming client requests a next step
Route requests into clear tasks so the small but important follow-ups stay visible.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Task (v2)
Creates a task, optionally linked to a project, client, or assignee.
Why this helps
Client requests arrive in different forms, making it easy to miss who needs a response or action.
- Classify requests into actionable work.
- Capture relevant client and project context.
- Reduce the chance that a request gets lost in a conversation.
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 submitted requests and create a Clientary task for each clear follow-up, using supplied context.
- 4Pick the notis_webhook trigger and choose where run reports should go.
- 5Test with one real request and verify the task context.
Questions about this workflow
Does every request need to become a task?
No. The instruction can limit task creation to requests that need a concrete follow-up.
Can Notis assign the task to a teammate?
The submitted payload should include a valid assignee when assignment is required.
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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