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Notis

Keep browser research follow-ups from getting dropped

Convert the next step you found while browsing into a task you can return to.

Trigger

Webhook received

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

Action

Create Task

Why this helps

A useful finding can still lead nowhere when its follow-up remains buried in a browser session.

  • Capture concrete next steps while the context is fresh.
  • Keep follow-up work in the task system.
  • Avoid creating tasks from vague observations.

Setup

Build it in a few focused steps.

  • 1Connect Airtop and Clientary once in Notis.
  • 2Create an automation and name it for research follow-up.
  • 3In one instruction, ask Notis to create a Clientary task for each explicit follow-up action in the Airtop results, preserving the action in a concise title and flagging unclear ownership or project context.
  • 4Choose the webhook trigger and select where run reports should go.
  • 5Test with one real finding that includes a follow-up.

Questions about this workflow

Will every finding become a task?

No. The instruction should limit tasks to explicit actions that require follow-up.

Can Notis assign a task?

Only when the responsible assignee is clear from the available information. Ask it to report unclear ownership.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link Airtop to Clientary. A trigger fires from one place; an action lands in another.

Airtop triggers

Clientary actions

Recurring trigger

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

TriggerScheduled

Create Client

Creates a new client record.

ActionInstant

Webhook trigger

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

TriggerInstant

Create Contact

Creates a new contact for a client.

ActionInstant

Create Expense

Creates a new expense record.

ActionInstant

Create Lead

Creates a new lead record.

ActionInstant

Create Invoice

Creates an invoice, optionally linked to a client.

ActionInstant

Create Project

Creates a new project for tracking client work, time, or expenses.

ActionInstant

Delete Client

Permanently deletes a client and its related projects, invoices, estimates, and contacts; this cannot be undone.

ActionInstant

Create Project Hours

Logs hours worked on a project as a new time entry.

ActionInstant

Connect any two apps with Notis in the middle.

Airtop and Clientary, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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