Create Clientary projects from parsed briefs
Move a structured project brief into Clientary so time, expenses, and client work have a place to live.
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 key details are trapped in a proposal or kickoff document.
- Reduce repeated entry when setting up a new project.
- Create a trackable project from structured brief details.
- Keep work moving from brief review into project administration.
Setup
Build it in a few focused steps.
- 1Connect Airparser and Clientary once in the Notis portal.
- 2Create an automation by telling Notis the outcome you want.
- 3In one instruction, ask Notis to create a Clientary project from a parsed brief only when the project name and rate are available.
- 4Choose the webhook trigger and select where run reports should go.
- 5Test with one real parsed brief and review the new project.
Questions about this workflow
What does the project action require?
The action description specifies a project name and rate. The workflow should only create a project when those details are supplied.
Can the project be linked to a client?
Ask Notis to associate a client only when the parsed information or instruction identifies the intended Clientary client.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Airparser to Clientary. A trigger fires from one place; an action lands in another.
Airparser 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.
Airparser and Clientary, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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