Keep a Clientary project aligned with Airtable structure changes
If an Airtable structure change affects a known project, ask Notis to apply a specific project update you provide and report what changed.
Trigger
Base Schema Changed
Triggers when tables, fields, or views change in an Airtable base.
Action
Update Project
Tool to update an existing project in Clientary with partial or complete field modifications. Use when you need to modify project details such as name, rate, description, budget, status, or other project attributes. All fields except ID are optional - only provided fields will be updated.
Why this helps
A project can retain outdated details after the operational structure around it changes.
- Review project details when a relevant schema change occurs.
- Apply only the project changes you explicitly describe.
- Keep project information current with less manual checking.
Setup
Build it in a few focused steps.
- 1Connect Airtable and Clientary once in the Notis portal.
- 2Create an automation for a specified project review.
- 3Tell Notis which Clientary project to review and the exact project update to apply when a relevant schema change occurs.
- 4Pick the Airtable Base Schema Changed trigger.
- 5Choose where run reports go, then test with one real example.
Questions about this workflow
Will the workflow infer a project update from any schema change?
No. Name the project and the update you want in your instruction. A schema change alone does not establish how project details should change.
What can it update?
The listed Clientary action updates project details such as name, rate, description, budget, and status when you provide a concrete change.
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
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