Make client coordination after key rotation visible
After a key rotation, capture any clearly stated client follow-up as a task instead of relying on memory.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Task
Why this helps
The technical change may be complete while a client notice or coordination step remains easy to overlook.
- Separate completed administration from remaining follow-up
- Keep the reported rotation context at hand
- Make client coordination easier to track
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 only when a submitted key rotation report explicitly describes unresolved client coordination.
- 4Choose the webhook trigger and select where run reports should go.
- 5Test with one real rotation report that includes a follow-up and review the task.
Questions about this workflow
Does this rotate keys?
No. The workflow creates a Clientary task from a submitted report. It does not perform the key rotation.
Will it create a task for every rotation?
Only when the submitted report explicitly describes remaining client coordination.
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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