Capture the client steps after a member change
Keep a clear next step when a member change affects ongoing client coordination.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Task
Why this helps
Member changes can ripple into client work, and the follow-up may be buried in an admin update.
- Keep reported client follow-up visible
- Preserve the reason for the task
- Reduce missed handoffs after access changes
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 member change report describes a specific remaining client follow-up.
- 4Choose the webhook trigger and select where run reports should go.
- 5Test with one real member change report that includes follow-up and inspect the task.
Questions about this workflow
Does it monitor member changes automatically?
No Anthropic administrator trigger events are listed. Submit a report through the Notis webhook to start the workflow.
Can it decide whether a client is affected?
Only from the submitted report. It should create a task only when the report explicitly identifies client follow-up.
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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