Keep proposal research connected to its next action
Give every concrete proposal research follow-up a place in your Clientary task list.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Task
Why this helps
Proposal research can involve several small actions that are easy to overlook before a deadline.
- Capture clear proposal-related actions as tasks.
- Keep proposal preparation from relying on memory.
- Flag missing project context before it causes confusion.
Setup
Build it in a few focused steps.
- 1Connect Airtop and Clientary once in Notis.
- 2Create an automation and name it for proposal research follow-up.
- 3In one instruction, ask Notis to create a Clientary task for each explicit action needed to prepare or follow up on a proposal in the Airtop results, and report unclear project associations.
- 4Choose the webhook trigger and select where run reports should go.
- 5Test with one real proposal research result.
Questions about this workflow
Will a research insight create a task automatically?
Only if it indicates an explicit action under the instruction you provide.
Does this create or send a proposal?
No. The selected action creates a task for proposal-related work; it does not create or send a proposal.
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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