Keep client research tied to delivery actions
Carry useful client context into the next task instead of leaving it in a browser tab.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Task
Why this helps
Research for client work creates extra follow-up, and the action can be lost when you move on to delivery.
- Turn explicit delivery steps into trackable tasks.
- Keep research context close to the work.
- Flag unclear project or ownership details for review.
Setup
Build it in a few focused steps.
- 1Connect Airtop and Clientary once in Notis.
- 2Create an automation and name it for delivery research actions.
- 3In one instruction, ask Notis to create Clientary tasks only for explicit client delivery actions in Airtop results, and to report unclear client, project, or assignee details.
- 4Choose the webhook trigger and select where run reports should go.
- 5Test with one real client research result.
Questions about this workflow
Will Notis create tasks from suggestions?
You can instruct it to create tasks only for explicit actions, not general recommendations.
What if the right project is unknown?
Ask Notis to report the task candidate for review instead of associating it with a guessed project.
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.
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.
Airtop and Clientary, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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