Move a confirmed engagement brief into project tracking
Turn a researched, ready-to-start engagement into a project you can track in Clientary.
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
A confirmed engagement can lose momentum while someone translates its brief into project setup.
- Reduce delay between engagement confirmation and setup.
- Carry the available brief details into project creation.
- See missing required 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 engagement project setup.
- 3In one instruction, ask Notis to create a Clientary project only for a confirmed engagement in Airtop results, using a clear project name and rate when available, and report missing required details.
- 4Choose the webhook trigger and select where run reports should go.
- 5Test with one real confirmed engagement brief.
Questions about this workflow
What if the engagement has no rate?
Ask Notis to report the missing rate for review rather than making one up.
Can it create a project from an unconfirmed opportunity?
The instruction should limit creation to confirmed engagements so research alone does not create active work.
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
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Clientary.