Turn parsed project requests into Clientary tasks
Give every clear request a home in Clientary so follow-up does not depend on remembering which document it came from.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Task
Why this helps
Action items buried in requests and attachments are easy to miss when you are busy with delivery.
- Capture clear requests as tasks while processing the source document.
- Reduce the chance that actionable asks get overlooked.
- Keep task creation close to the parsed request.
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 task for each parsed request with a clear action and title, including project context only when identified.
- 4Choose the webhook trigger and select where run reports should go.
- 5Test with one real parsed request and review the created task.
Questions about this workflow
Will every sentence in a document become a task?
No. Instruct Notis to create a task only when the parsed request contains a clear actionable item.
Can it associate a project?
Include project context when the parsed information identifies it; otherwise the task can be created without an unsupported association.
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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