Keep estimate follow-ups from slipping
See which estimates may need attention without manually revisiting every proposal record.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List Estimates
Retrieves estimates.
Why this helps
A sent estimate can be forgotten when follow-up depends on remembering to check it later.
- Bring estimates that merit follow-up into view.
- Use estimate details available in Clientary.
- Reduce reliance on memory for routine proposal review.
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 review available Clientary estimates and report which ones appear to need follow-up, stating the record evidence for each.
- 4Pick the notis_cron trigger and choose where run reports should go.
- 5Test with one scheduled run and confirm the report reflects the available estimate data.
Questions about this workflow
Can it tell whether a prospect has seen an estimate?
Only if that information appears in the available records. The AI service does not provide Clientary event triggers or unseen recipient activity.
Will it send follow-up messages?
No. This workflow reviews and reports on estimates; sending would require a separate supported action and sufficient recipient context.
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
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Clientary.