Turn researched engagement scope into a Clientary project
Carry a qualified engagement from browser research into the place you track client work.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Project
Creates a new project for tracking client work, time, or expenses.
Why this helps
Project setup can be delayed when scope details live in research notes instead of the work system.
- Move a qualified engagement into project tracking sooner.
- Reuse available scope details instead of retyping them.
- Surface missing project setup details in the run report.
Setup
Build it in a few focused steps.
- 1Connect Airtop and Clientary once in Notis.
- 2Create an automation and name it for project intake.
- 3In one instruction, ask Notis to create a Clientary project from the Airtop engagement details and report if required project information, including a name or rate, is missing.
- 4Choose the webhook trigger and select where run reports should go.
- 5Test with one real engagement result.
Questions about this workflow
Can the workflow choose a project rate from context?
Only if Airtop returns a clear rate or you provide a rule. Otherwise, ask Notis to report the missing rate for review.
Can it associate the project with a client?
Describe the intended association and provide enough information to identify that client. Ask Notis to flag ambiguity.
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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