Keep client work in view when an Airtable base changes
A base rename or permission change can affect how your team handles client work. Get a review task into Clientary as soon as it happens.
Trigger
Base Metadata Changed
Triggers when an existing Airtable base changes its name or permission level.
Action
Create Task
Tool to create a new task in Clientary. Use when you need to create a task with a title, optionally associating it with a project and assignee.
Why this helps
Access and naming changes are easy to miss when your client work is tracked somewhere else.
- Capture a review while the change is fresh.
- Keep follow-up with your client work in Clientary.
- Use a clear task to check whether any client processes are affected.
Setup
Build it in a few focused steps.
- 1Connect Airtable and Clientary once in the Notis portal.
- 2Create an automation named for reviewing base changes.
- 3Tell Notis to create a Clientary task to review client work affected by a base name or permission change.
- 4Pick the Airtable Base Metadata Changed trigger.
- 5Choose where run reports go, then test with one real example.
Questions about this workflow
Does this task update Airtable permissions?
No. It creates a Clientary task to review the change. The listed Clientary actions do not change Airtable permissions.
What should the task ask someone to check?
Ask Notis to include reviewing client processes that rely on the changed base. Provide any specific client or project context in your instruction.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Airtable to Clientary. A trigger fires from one place; an action lands in another.
Airtable triggers
Clientary actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Client
Tool to create a new client record in Clientary. Use when you need to add a new client to the system with company details and contact information.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Contact
Tool to create a new contact within a specified client. Use when you need to add a contact to a client account with name and email as required fields.
Base Metadata Changed
Triggers when an existing Airtable base changes its name or permission level.
Create Expense
Tool to create a new expense record in Clientary to track expenditures within your account. Use when you need to record expenses, optionally assigning them to specific clients or projects. Requires an amount field.
Base Schema Changed
Triggers when tables, fields, or views change in an Airtable base.
Create Lead
Tool to create a new lead record in Clientary. Use when you need to add a new lead to the system with company details and contact information.
User Profile Changed
Triggers when the connected Airtable user's profile information changes.
Create Project
Tool to create a new project in Clientary with name and rate. Use when you need to set up a new project for tracking time, expenses, or managing client work.
View Created
Triggers when a new view is created in an Airtable base.
Create Task
Tool to create a new task in Clientary. Use when you need to create a task with a title, optionally associating it with a project and assignee.
View Deleted
Triggers when a previously known Airtable view is deleted.
Delete Client
Tool to remove a client and all associated projects, invoices, estimates, and contacts. Use when you need to permanently delete a client from Clientary. WARNING: Deletions are permanent and not reversible.
View Metadata Changed
Triggers when an Airtable view changes its name or type.
Delete Lead
Tool to permanently delete a lead and all associated Estimates and Contacts. Use when you need to remove a lead that is no longer needed. Warning: This action is irreversible.
Connect any two apps with Notis in the middle.
Airtable 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.