Give client access follow-up a clear next step
Turn a submitted access request into a task so the client-related work does not disappear into an admin queue.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Task
Why this helps
Access requests that require coordination can linger without a visible owner or next step.
- Make follow-up visible in Clientary
- Keep the request context with the task
- Reduce dropped coordination work
Setup
Build it in a few focused steps.
- 1Connect Anthropic administrator and Clientary once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name and prompt.
- 3Tell Notis to create a Clientary task for a submitted client-related access request that explicitly needs follow-up, preserving its context.
- 4Choose the webhook trigger and select where run reports should go.
- 5Test with one real follow-up request and review the task.
Questions about this workflow
Will every access request create a task?
Only when the submitted request is client-related and explicitly needs follow-up, as stated in the instruction.
Can it assign the task?
Only if a valid assignee is supplied or otherwise clearly identified. The workflow should not invent one.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Anthropic administrator to Clientary. A trigger fires from one place; an action lands in another.
Anthropic administrator 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.
Anthropic administrator and Clientary, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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