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Notis

Keep billable work from getting lost

Submit the work details once and have Notis record the time against the specified Clientary project.

Trigger

Webhook received

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

Action

Create Project Hours

Logs hours worked on a project as a new time entry.

Why this helps

Hours reported in admin conversations can be missed before billing or project reviews.

  • Capture reported time in the project record
  • Keep the work title with the entry
  • Reduce end-of-week time reconstruction

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 project-hours entry only when the submitted report identifies the project, work title, and hours count.
  • 4Choose the webhook trigger and select where run reports should go.
  • 5Test with one real work report and verify the entry.

Questions about this workflow

Can it choose the project from a vague description?

No. The submitted report must identify the project clearly enough to avoid logging hours against the wrong work.

Can it calculate hours from activity history?

Only if the needed history is supplied in the request. The available source description does not promise an activity history trigger.

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.

TriggerScheduled

Create Client

Creates a new client record.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Create Contact

Creates a new contact for a client.

ActionInstant

Create Expense

Creates a new expense record.

ActionInstant

Create Lead

Creates a new lead record.

ActionInstant

Create Invoice

Creates an invoice, optionally linked to a client.

ActionInstant

Create Project

Creates a new project for tracking client work, time, or expenses.

ActionInstant

Delete Client

Permanently deletes a client and its related projects, invoices, estimates, and contacts; this cannot be undone.

ActionInstant

Create Project Hours

Logs hours worked on a project as a new time entry.

ActionInstant

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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