Carry workspace setup into project tracking
Give client work a project record at setup time, with the name and rate supplied in the request.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Project
Creates a new project for tracking client work, time, or expenses.
Why this helps
A workspace can be ready while the project record needed for tracking hours and expenses is still missing.
- Set up project tracking sooner
- Keep supplied project details together
- Reduce duplicate setup 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 project from a submitted setup request only when it includes a project name and rate.
- 4Choose the webhook trigger and select where run reports should go.
- 5Test with one real setup request and verify the project.
Questions about this workflow
Can it create a project without a rate?
The listed Create Project action requires a name and rate, so Notis should report a missing rate instead of guessing.
Does the request need to identify a client?
The action description requires name and rate. If you need the project associated with a client, include that association in the request and make the instruction explicit.
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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