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Notis

Catch process changes when your Airtable schema changes

A changed table, field, or view may affect a process you use for client work. Put a review task where your team already tracks work.

Trigger

Base Schema Changed

Triggers when tables, fields, or views change in an Airtable base.

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

Schema changes can quietly break assumptions behind client processes, leaving someone to discover the impact later.

  • Turn structural changes into visible follow-up.
  • Prompt a review of processes that depend on the changed schema.
  • Keep investigation work alongside Clientary projects and tasks.

Setup

Build it in a few focused steps.

  • 1Connect Airtable and Clientary once in the Notis portal.
  • 2Create an automation for schema change follow-up.
  • 3Tell Notis to create a Clientary task to review client processes that may depend on changed Airtable tables, fields, or views.
  • 4Pick the Airtable Base Schema Changed trigger.
  • 5Choose where run reports go, then test with one real example.

Questions about this workflow

Will Notis identify every process that depends on a changed field?

The event reports schema changes. Ask Notis to create a review task; provide any dependency knowledge or project context in your instruction.

Can this task be assigned to a particular person?

You can ask Notis to include an assignee if you provide the relevant details. The setup does not include a field-mapping screen.

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.

TriggerScheduled

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.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

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.

ActionInstant

Base Metadata Changed

Triggers when an existing Airtable base changes its name or permission level.

TriggerPolling

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.

ActionInstant

Base Schema Changed

Triggers when tables, fields, or views change in an Airtable base.

TriggerPolling

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.

ActionInstant

User Profile Changed

Triggers when the connected Airtable user's profile information changes.

TriggerPolling

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.

ActionInstant

View Created

Triggers when a new view is created in an Airtable base.

TriggerPolling

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.

ActionInstant

View Deleted

Triggers when a previously known Airtable view is deleted.

TriggerPolling

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.

ActionInstant

View Metadata Changed

Triggers when an Airtable view changes its name or type.

TriggerPolling

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.

ActionInstant

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

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